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Connect Salesflare to Pipedrive

Name: Salesflare to Pipedrive Integration
Availability: InStock

Automate workflows and sync data between Salesflare and Pipedrive with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Salesflare & Pipedrive?

Intelligent Automation Workflows

Leverage 5 available triggers from Salesflare to execute 24 targeted actions in Pipedrive automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Salesflare and Pipedrive perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Salesflare and Pipedrive for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Salesflare

Triggers (5)

New Account Event

Emit new events when new accounts are created. See the docs

polling

New Contact Event

Emit new events when new contacts are created. See the docs

polling

New Opportunity Event

Emit new events when new opportunities are created. See the docs

polling

New Task Event

Emit new events when new tasks are created. See the docs

polling

New Workflow Event

Emit new events when new workflows are created. See the docs

polling

Actions (21)

Add Contact To Account

Adds a contact to an account See the docs here

Add User To Account

Adds a user to an account See the docs here

Create Account

Create an account. See the docs here

Create Call

Create a call. See the docs here

Create Contact

Create a contact See the docs here

Create Internal Note

Create an internal note. See the docs here

Create Meeting

Create a meeting See the docs here

Create Opprtunity

Create opportunity. See the docs here

Create Task

Create a task See the docs here

Find Account

Finds accounts according to props configured, if no prop configured returns all accounts, See the docs

Find Contact

Finds contacts according to props configured, if no prop configured returns all contacts See the docs here

Find Opportunity

Finds opportunities according to props configured, if no prop configured returns all opportunities See the docs here

Find Person

Finds people according to props configured, if no prop configured returns all people See the docs here

Find Pipeline Stage

Finds pipeline stages according to props configured, if no prop configured returns all stages See the docs here

Find Users

Finds users according to props configured, if no prop configured returns all users See the docs here

Find Workflow

Finds workflows according to props configured, if no prop configured returns all workflows, See the docs here

List Currency Options

Retrieves available options for the Currency field.

Remove Contact From Workflow

Remove a contact from a workflow See the docs here

Update Account

Update an account See the docs here

Update Contact

Updates a contact. See the docs here

Update Opportunity

Update an Opportunity See the docs here

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