Connect Pipedrive to Attio

Use 6 documented Pipedrive triggers to run 8 documented Attio actions.

6 source triggers

8 target actions

Reverse direction supported

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Why Connect Pipedrive & Attio?

Start with a Pipedrive event

Choose from 6 documented triggers, including Deal Updated (Instant), Lead Updated (Instant), New Deal (Instant).

Run a Attio action

Send the event into one of 8 documented actions, such as Create Note, Create or Update Record, Create Person.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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

Attio

Triggers (10)

New Activity Created (Instant)

Emit new event when a note, task, or comment is created, useful for tracking engagement in real time.

webhook

New List Entry (Instant)

Emit new event when a record, such as person, company, or deal, is added to a list

webhook

New List Entry Deleted (Instant)

Emit new event when a list entry is deleted (i.e. when a record is removed from a list).

webhook

New List Entry Updated (Instant)

Emit new event when an existing list entry is updated (i.e. when a list attribute is changed for a specific list entry, e.g. when setting "Owner")

webhook

New Note (Instant)

Emit new event when a new note is created.

webhook

New Note Updated (Instant)

Emit new event when the title of a note is modified. Body updates do not currently trigger webhooks.

webhook

New Object Attribute (Instant)

Emit new event when an object attribute is created (e.g. when defining a new attribute "Rating" on the company object)

webhook

New Object Attribute Updated (Instant)

Emit new event when an object attribute is updated (e.g. when renaming the "Rating" attribute to "Score" on the company object)

webhook

New Record Created (Instant)

Emit new event when new record, such as person, company or deal gets created

webhook

New Record Updated (Instant)

Emit new event when values on a record, such as person, company or deal, are updated

webhook

Actions (8)

Create Note

Creates a new note for a given record. The note will be linked to the specified record. See the documentation

Create or Update Record

Creates or updates a specific record such as a person or a deal. If the record already exists, it's updated. Otherwise, a new record is created. See the documentation

Create Person

Creates a new person. See the documentation.

Create Task

Creates a new task. See the documentation

Delete List Entry

Deletes an existing entry from a specific list. See the documentation

Get Record

Retrieves the record with the specified ID. See the documentation

List List ID Options

Retrieves available options for the List ID field.

Update Person

Update an existing person. See the documentation.