Overview
Automate your Pipedrive sales pipeline — create and update deals, log activities, add notes, search deals by keyword, and sync person and organization data.
How to configure
- 01
Navigate to Integrations in your Collabase Workspace Settings.
- 02
Click Connect Account and configure your authentication credentials.
Available Triggers
| Name | Parameters |
|---|---|
| Deal Created | A new deal is added |
| Deal Updated | A deal's stage, value, or details change |
| Deal Won | A deal is moved to a Won stage |
| Deal Lost | A deal is moved to a Lost stage |
| Person Created | A new person contact is created |
| Activity Created | A new activity is logged |
Available Actions
| Name | Parameters |
|---|---|
| Create Deal | title, value, currency, stageId, personId, organizationId, expectedCloseDate |
| Update Deal | dealId, title, stageId, value, status |
| Get Deal | dealId |
| Search Deals | term, limit |
| Create Person | name, email, phone, organizationId |
| Update Person | personId, name, email, phone |
| Create Organization | name, address |
| Create Activity | subject, type, dueDate, dueTime, dealId, personId, note |
| Create Note | content, dealId, personId, organizationId |
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Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.