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Connect Overloop to Pipedrive

Name: Overloop to Pipedrive Integration
Availability: InStock

Automate workflows and sync data between Overloop and Pipedrive with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Overloop & Pipedrive?

Intelligent Automation Workflows

Leverage 12 available triggers from Overloop to execute 24 targeted actions in Pipedrive automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Overloop and Pipedrive perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Overloop and Pipedrive for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Overloop

Triggers (12)

New Campaign Created

Emit new event each time a campaign is created. See the docs

polling

New Contact Created

Emit new event each time a contact is created. See the docs

polling

New Contact Replied

Emit new event each time a contact replies to an email or LinkedIn message. See the docs

polling

New Deal Created

Emit new event each time a deal is created. See the docs

polling

New Deal Lost

Emit new event each time a deal is lost. See the docs

polling

New Deal Won

Emit new event each time a deal is won. See the docs

polling

New Exclusion List Item Created

Emit new event each time an exclusion list item is created. See the docs

polling

New List Created

Emit new event each time a list is created. See the docs

polling

New Organization Created

Emit new event each time an organization is created. See the docs

polling

New Pipeline Created

Emit new event each time a list is created. See the docs

polling

New Stage Created

Emit new event each time a stage is created. See the docs

polling

New User Created

Emit new event each time a user is created. See the docs

polling

Actions (23)

Add Contact to Campaign

Adds a contact to a campaign. See the docs

Create Contact

Creates a new contact. See the docs

Create Deal

Creates a new deal. See the docs

Create Organization

Creates a new organization. See the docs

Enroll Contact

Enroll a contact in a workflow. See the docs

Enroll Deal

Enroll a deal in a workflow. See the docs

Enroll Organization

Enroll an organization in a workflow. See the docs

Exclude Contact

Add a contact to the exclusion list. See the docs

Get Contact

Retrieves a contact by id. See the docs

Get Deal

Retrieves a deal by id. See the docs

Get Organization

Retrieves an organization by id. See the docs

List Contact ID Options

Retrieves available options for the Contact ID field.

List Deal ID Options

Retrieves available options for the Deal ID field.

List List Names Options

Retrieves available options for the List Names field.

List Organization ID Options

Retrieves available options for the Organization ID field.

List Stage ID Options

Retrieves available options for the Stage ID field.

List User ID Options

Retrieves available options for the User ID field.

Mark Deal as Lost

Marks a deal as lost. See the docs

Mark Deal as Won

Marks a deal as won. See the docs

Move Deal

Moves a deal. See the docs

Update Contact

Creates a new contact. See the docs

Update Deal

Updates a deal. See the docs

Update Organization

Updates an organization. See the docs

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook

Lead Updated (Instant)

Emit new event when a lead is updated.

webhook

New Deal (Instant)

Emit new event when a new deal is created.

webhook

New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook

New Person (Instant)

Emit new event when a new person is created.

webhook

Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here