Connect Pipedrive to Plaid

Use 6 documented Pipedrive triggers to run 5 documented Plaid actions.

6 source triggers

5 target actions

Reverse direction supported

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Why Connect Pipedrive & Plaid?

Start with a Pipedrive event

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

Run a Plaid action

Send the event into one of 5 documented actions, such as Create Access Token, Create Sandbox Public Token, Create User.

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

Plaid

Triggers (3)

New Accounts Available (Instant)

Emit new event when there are new accounts available at the Financial Institution. See the documentation.

webhook

New Event (Instant)

Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation.

webhook

Sync Updates Available (Instant)

Emit new event when there are new updates available for a connected account. See the documentation.

webhook

Actions (5)

Create Access Token

Exchange a Link public_token for an API access_token. See the documentation.

Create Sandbox Public Token

Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation.

Create User

Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation.

Get Real-Time Balance

Get the real-time balance for each of an Item's accounts. See the documentation.

Get Transactions

Retrieves user-authorized transaction data for a specified date range. See the documentation

Integration Features

6 documented Pipedrive triggers

5 documented Plaid actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Plaid to Pipedrive direction

Capability Examples

Pipedrive trigger → Plaid action

Catalog example

Pipedrive

Deal Updated (Instant)

Plaid

Create Access Token

Plaid trigger → Pipedrive action

Reverse direction

Plaid

New Accounts Available (Instant)

Pipedrive

Add Activity

How It Works

Connect Apps

Authenticate your Pipedrive and Plaid accounts

Choose a Trigger

Select a documented Pipedrive event

Choose an Action

Select the documented Plaid 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 5 documented Plaid 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.

Reverse Integration Available

Also connect Plaid to Pipedrive for bidirectional automation

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Explore all available Plaid connections

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Connect Pipedrive to Plaid

Why Connect Pipedrive & Plaid?

Start with a Pipedrive event

Run a Plaid action

Map and review the workflow

Available Triggers & Actions

Pipedrive

Triggers (6)

Actions (24)

Plaid

Triggers (3)

Actions (5)

Integration Features

Capability Examples

Pipedrive trigger → Plaid action

Plaid trigger → Pipedrive action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Pipedrive to Plaid direction supported?

Which Pipedrive triggers are available?

Which Plaid actions are available?

Can I also connect Plaid to Pipedrive?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Pipedrive Integrations

All Plaid Integrations

Popular Integrations

More Plaid Integrations

Ready to Connect Pipedrive & Plaid?