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Connect Pipedrive to Cloud Convert

Use 6 documented Pipedrive triggers to run 6 documented Cloud Convert actions.

6 source triggers
6 target actions
Reverse direction supported

Why Connect Pipedrive & Cloud Convert?

Start with a Pipedrive event

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

Run a Cloud Convert action

Send the event into one of 6 documented actions, such as Convert File, Create Archive, Create Import URL Task.

Map and review the workflow

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

Available Triggers & Actions

Pipedrive logo

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

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Cloud Convert

Triggers (3)

Job Failed (Instant)

Emit new event when a CloudConvert job has failed. See the documentation

webhook
Job Finished (Instant)

Emit new event when a CloudConvert job has been completed. See the documentation

webhook
New Job (Instant)

Emit new event when a new job has been created. See the documentation

webhook

Actions (6)

Convert File

Converts an input file to a specified output format using CloudConvert. See the documentation

Create Archive

Creates an archive in a specified format. See the documentation

Create Import URL Task

Creates a task to import a file from a URL. See the documentation

Create Job

Creates a new job for one or more tasks. See the documentation

Create Merge Files To PDF Job

Combines multiple input files into a single PDF file and create an export URL with a job. See the documentation

Get Task

Retrieves a task by ID. See the documentation

Integration Features

6 documented Pipedrive triggers
6 documented Cloud Convert actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Cloud Convert to Pipedrive direction

Capability Examples

Pipedrive trigger → Cloud Convert action

Catalog example
PipedrivePipedrive

Deal Updated (Instant)

Cloud ConvertCloud Convert

Convert File

Cloud Convert trigger → Pipedrive action

Reverse direction
Cloud ConvertCloud Convert

Job Failed (Instant)

PipedrivePipedrive

Add Activity

How It Works

1

Connect Apps

Authenticate your Pipedrive and Cloud Convert accounts

2

Choose a Trigger

Select a documented Pipedrive event

3

Choose an Action

Select the documented Cloud Convert operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 6 documented Pipedrive triggers.

Automated Actions

Run one of 6 documented Cloud Convert actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Cloud Convert to Pipedrive for bidirectional automation

View Integration
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All Pipedrive Integrations

Explore all available Pipedrive connections

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All Cloud Convert Integrations

Explore all available Cloud Convert connections

View All Integrations

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