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Connect Podio to Pipedrive

Use 7 documented Podio triggers to run 24 documented Pipedrive actions.

7 source triggers
24 target actions
Reverse direction supported

Why Connect Podio & Pipedrive?

Start with a Podio event

Choose from 7 documented triggers, including New Application Created, New Item Created, New Item Updated Event.

Run a Pipedrive action

Send the event into one of 24 documented actions, such as Add Activity, Add Deal, Add Labels.

Map and review the workflow

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

Available Triggers & Actions

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Podio

Triggers (7)

New Application Created

Emit new events when a new application is created. See the documentation

polling
New Item Created

Emit new events when a new item is created. See the documentation

polling
New Item Updated Event

Emit new events when an item is updated. See the documentation

polling
New Organization created

Emit new events when a new organization created. See the documentation

polling
New Task Created

Emit new events when a new task is created. See the documentation

polling
New View created

Emit new events when a new view created. See the documentation

polling
New Workspace created

Emit new events when a new workspace created. See the documentation

polling

Actions (9)

Attach File

Attaches an uploaded file to the given object. See the documentation

Create an Item

Adds a new item to the given app. See the documentation

Create Status

Creates a status to the given workspace. See the documentation

Create Task

Creates a task to the given workspace. See the documentation

Find Item

Filters items for the given app. See the documentation

List Organization ID Options

Retrieves available options for the Organization ID field.

Update an Item

Updates an item. See the documentation

Upload File

Uploads a new file to Podio. See the documentation

Upload From URL

Uploads a file from a URL to Podio. See the documentation

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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

Integration Features

7 documented Podio triggers
24 documented Pipedrive actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Pipedrive to Podio direction

Capability Examples

Podio trigger → Pipedrive action

Catalog example
PodioPodio

New Application Created

PipedrivePipedrive

Add Activity

Pipedrive trigger → Podio action

Reverse direction
PipedrivePipedrive

Deal Updated (Instant)

PodioPodio

Attach File

How It Works

1

Connect Apps

Authenticate your Podio and Pipedrive accounts

2

Choose a Trigger

Select a documented Podio event

3

Choose an Action

Select the documented Pipedrive 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 7 documented Podio triggers.

Automated Actions

Run one of 24 documented Pipedrive 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 Pipedrive to Podio for bidirectional automation

View Integration
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All Podio Integrations

Explore all available Podio connections

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All Pipedrive Integrations

Explore all available Pipedrive connections

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