How to get started with Pipedrive on Zapier

Written by Owner

Updated at August 20th, 2025

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Table of Contents

Prerequisites Connect Pipedrive to Zapier About Pipedrive's app Triggers, searches, and actions Limitations Templates Use cases Additional Pipedrive resources

Pipedrive and Zapier connect to automate your sales work. You can trigger actions when new deals or contacts are added and create new deals, contacts, or notes.

Prerequisites

To use the Pipedrive app on Zapier, you must have:

An active Pipedrive account (any plan including free trial).
Pipedrive API access enabled for your user account (this is enabled by default for all users, but can be disabled by admins).

Connect Pipedrive to Zapier

To create an app connection to Pipedrive on Zapier:

Go to the Apps page.
Click + Add connection.
A new dialog box will appear. Search for and select Pipedrive.
Click Add connection.
A new browser tab or window will open.
Log into Pipedrive to authenticate.
Grant Zapier permission to access your account if prompted to.

Your Pipedrive account is now successfully connected to Zapier.

About Pipedrive's app

Triggers, searches, and actions

Triggers

Activity Matching Filter (Polling) - Triggers when an activity newly matches a Pipedrive filter for the first time.
Deal Matching Filter (Polling) - Triggers when a deal newly matches a Pipedrive filter for the first time.
New Lead (Polling) - Triggers when a lead is created.
New Note (Instant) - Triggers when a new note is created.
New Organization (Instant) - Triggers when a new organization is created.
Deleted Person (Instant) - Triggers when an existing person is deleted.
New Project (Polling) - Triggers when a new project is created.
Updated Deal (Instant) - Triggers when an existing deal is updated.
Updated Person (Instant) - Triggers when an existing person is updated.
New Activity (Instant) - Triggers when a new activity is created.
New Deal (Instant) - Triggers when a new deal is created.
New Comments in Notes (Polling) - Triggers when a new comment is added to a note.
Organization Matching Filter (Polling) - Triggers when an organization newly matches a Pipedrive filter for the first time.
New Person (Instant) - Triggers when a new person is created.
Person Matching Filter (Polling) - Triggers when a person newly matches a Pipedrive filter for the first time.

Searches

Find Activities - Finds activities by subject, owner, type, dates, and other criteria. Returns multiple results.
Find Deals - Finds deals by any field.
Find Leads - Finds leads based on your search criteria.
Find Notes - Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.
Find Persons - Finds persons by ID or field search.
Find Projects - Finds multiple projects by title, description, notes, or custom fields. Returns an array of results.
Find User - Find a user by name, email, or ID. Returns detailed user information.
Find or Create Deal - Finds a deal by field search, or creates one if none is found.
Find or Create Person - Finds a person by field search, or creates one if none is found.
Find or Create Project - Finds a project by field search, or creates one if none is found.

Actions

Add Label to Person - Adds an existing label to an existing person.
Add Product Variation - Add product variation to a product.
Create Deal - Creates a new deal.
Add Follower - Adds a follower to a deal, organization, person or product.
Create Note - Creates a new note.
Create Person - Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
Create Project - Creates a new project.
Add/Remove Deal Labels - Add or remove labels from a deal.
Update Deal - Updates an existing deal.
Update Organization - Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.
Update Product - Updates an existing product.
Update Task - Updates an existing task.

Limitations

API rate limiting applies.
- Pipedrive has token-based rate limiting with daily budgets calculated as 30,000 base tokens × subscription plan multiplier × number of seats. Burst limits apply per user with 20-120 requests per 2 seconds depending on plan.
- Maximum of 10,000 POST/PUT requests daily per user per 24 hours, with limits reset at midnight UTC.
Only the primary (first) phone number can be pulled from Pipedrive contacts, even if multiple numbers are stored.
New Deal and New Deal in Stage triggers may return old deals that were recently updated due to the 500 most recently updated deals limitation.
Custom currency fields require both amount and currency code to be populated, otherwise data may not appear in Pipedrive.

How to get started with Pipedrive on Zapier

Contact Us

Prerequisites

Connect Pipedrive to Zapier

About Pipedrive's app

Triggers, searches, and actions

Limitations

Templates

Use cases

Additional Pipedrive resources

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