Connect Pipedrive to Teamgate

Use 6 documented Pipedrive triggers to run 24 documented Teamgate actions.

6 source triggers

24 target actions

Reverse direction supported

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Why Connect Pipedrive & Teamgate?

Start with a Pipedrive event

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

Run a Teamgate action

Send the event into one of 24 documented actions, such as Create Activity, Create Company, Create Deal.

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

Teamgate

Triggers (11)

New Activity Status Change

Emit new event when a activity status is changed. See docs here

polling

New Company

Emit new event when a new company is created. See docs here

polling

New Deal

Emit new event when a new deal is created. See docs here

polling

New Deal Stage Change

Emit new event when a deal stage is changed. See docs here

polling

New Lead

Emit new event when a new lead is created. See docs here

polling

New Lead Converted To Person

Emit new event when a lead is converted to person.

polling

New Lost Deal

Emit new event when a deal is lost. See docs here

polling

New Person

Emit new event when a new person is created. See docs here

polling

New Product

Emit new event when a new product is created. See docs here

polling

New Unqualified Lead

Emit new event when a lead is unqualified. See docs here

polling

New Won Deal

Emit new event when a deal is won. See docs here

polling

Actions (24)

Create Activity

Creates a new activity See the docs here

Create Company

Create a new company. See the docs here

Create Deal

Create a new deal. See the docs here

Create Lead

Create a new lead. See the docs here

Create Person

Create a new person. See the docs here

Create Product

Create a new product. See the docs here

Find Company

Find a company See the docs here

Find Lead

Find a lead See the docs here

Find Person

Find a person See the docs here

Find Product

Find a product See the docs here

List Activity Id Options

Retrieves available options for the Activity Id field.

List Category Options

Retrieves available options for the Category field.

List Companies Options

Retrieves available options for the Companies field.

List Deals Options

Retrieves available options for the Deals field.

List Industry Id Options

Retrieves available options for the Industry Id field.

List Lead Status Id Options

Retrieves available options for the Lead Status Id field.

List Leads Options

Retrieves available options for the Leads field.

List Owner Id Options

Retrieves available options for the Owner Id field.

List PersonId Options

Retrieves available options for the PersonId field.

List Pipeline Options

Retrieves available options for the Pipeline field.

List Product Id Options

Retrieves available options for the Product Id field.

List Products Options

Retrieves available options for the Products field.

List Source Id Options

Retrieves available options for the Source Id field.

Update Cart Products Status

This endpoint is meant for setting all products in cart active or inactive, which is same as in-stock or out-of-stock. isActive: true, means product is in-stock. isActive: false, mean product is out of stock. See the docs here