Build automations that connect CleverReach to Pipedrive. When something happens in CleverReach, Nodest passes the data along and runs the actions you set up in Pipedrive or the other way around — no coding required.
Pick a ready-made workflow that connects CleverReach with Pipedrive, customise it to fit your needs, and go live in minutes.
When “Person deleted” fires in Pipedrive, Nodest will delete a receiver in CleverReach.
When “Deal won” fires in Pipedrive, Nodest will create or update a receiver in CleverReach and add an order to a receiver in CleverReach.
When “Deal stage changed” fires in Pipedrive, Nodest will create or update a receiver in CleverReach and add a tag to a receiver in CleverReach.
When “Deal lost” fires in Pipedrive, Nodest will create or update a receiver in CleverReach and add a tag to a receiver in CleverReach.
When “Deal won” fires in Pipedrive, Nodest will create or update a receiver in CleverReach and add a tag to a receiver in CleverReach.
When “Deal won” fires in Pipedrive, Nodest will remove a tag from a receiver in CleverReach.
When “Deal created” fires in Pipedrive, Nodest will create or update a receiver in CleverReach and add a tag to a receiver in CleverReach.
When “Lead created” fires in Pipedrive, Nodest will create or update a receiver in CleverReach.
When “Person updated” fires in Pipedrive, Nodest will create or update a receiver in CleverReach.
When “Person created” fires in Pipedrive, Nodest will create or update a receiver in CleverReach.
Combine the triggers and actions of CleverReach and Pipedrive to build your automation. Triggers start the automation, and actions are the steps that follow.
ActionActivate a receiver in a CleverReach group.
ActionAdd a tag to a receiver in CleverReach.
ActionAdd an email address to your CleverReach blocklist.
ActionRecord an order for a receiver in CleverReach.
ActionChange the email address of a receiver in CleverReach.
ActionCreate a group in CleverReach.
ActionCreate a global attribute, or an attribute in a CleverReach group.
ActionCreate a receiver in a CleverReach group, or update the existing receiver with the same email.
ActionDeactivate a receiver in a CleverReach group.
ActionPermanently delete a global attribute from CleverReach.
ActionPermanently delete a group from CleverReach.
ActionPermanently delete an attribute from a CleverReach group.
ActionPermanently delete a receiver from a CleverReach group.
ActionPermanently delete an order of a receiver in CleverReach.
ActionList blocked email addresses in CleverReach.
ActionList global attributes defined for receivers.
ActionList attributes defined for a CleverReach group.
ActionList groups in your CleverReach account.
ActionList mailings in your CleverReach account.
ActionList orders of a receiver in a CleverReach group.
ActionList receivers in a CleverReach group.
ActionList reports in your CleverReach account.
ActionList tags set on a CleverReach receiver.
ActionRemove a tag from a receiver in CleverReach.
ActionRemove an email address from your CleverReach blocklist.
ActionRetrieve a blocklist entry from your CleverReach account by email.
ActionRetrieve a global attribute from your CleverReach account by ID.
ActionRetrieve a group from your CleverReach account by ID.
ActionRetrieve a group attribute from your CleverReach account by ID.
ActionRetrieve a mailing from your CleverReach account by ID.
ActionRetrieve a receiver from your CleverReach account by ID or email.
ActionRetrieve a report from your CleverReach account by ID.
ActionChange the comment on a blocked email.
ActionUpdate a global attribute in CleverReach. The name can't be changed.
ActionUpdate an existing group in CleverReach.
ActionUpdate an attribute in a CleverReach group. The name can't be changed.
ActionUpdate an existing receiver in a CleverReach group. The email can't be changed.
ActionUpdate an order of a receiver in CleverReach.
TriggerFires when an activity is marked as done.
TriggerFires when an activity is added in Pipedrive.
TriggerFires when an activity is deleted in Pipedrive.
TriggerFires when an activity is changed in Pipedrive.
TriggerFires when a deal is added in Pipedrive.
TriggerFires when a deal is deleted in Pipedrive.
TriggerFires when a deal is marked as lost.
TriggerFires when a deal moves to another stage.
TriggerFires when a deal is changed in Pipedrive.
TriggerFires when a deal is marked as won.
TriggerFires when a lead is added in Pipedrive.
TriggerFires when a lead is deleted in Pipedrive.
TriggerFires when a lead is changed in Pipedrive.
TriggerFires when a note is added in Pipedrive.
TriggerFires when a note is changed in Pipedrive.
TriggerFires when an organization is added.
TriggerFires when an organization is deleted.
TriggerFires when an organization is changed.
TriggerFires when a person is added in Pipedrive.
TriggerFires when a person is deleted in Pipedrive.
TriggerFires when a person is changed in Pipedrive.
TriggerFires when a product is added to a deal.
TriggerFires when a product is added in Pipedrive.
TriggerFires when a product is removed from a deal.
TriggerFires when a product is changed in Pipedrive.
TriggerFires when a project is added in Pipedrive.
TriggerFires when a project is deleted in Pipedrive.
TriggerFires when a project task is marked as done.
TriggerFires when a project task is added.
TriggerFires when a project task is deleted.
TriggerFires when a project task is changed.
TriggerFires when a project is changed in Pipedrive.
ActionAdd a follower to a Pipedrive deal.
ActionAdd a follower to a Pipedrive person.
ActionAdd a participant to a Pipedrive deal.
ActionAttach a product to a Pipedrive deal.
ActionArchive a project in Pipedrive.
ActionConvert a Pipedrive deal into a lead.
ActionConvert a Pipedrive lead into a deal.
ActionAdd a new deal to Pipedrive.
ActionAdd a new lead to Pipedrive.
ActionAdd a note in Pipedrive.
ActionAdd a new person to Pipedrive.
ActionAdd a new product to Pipedrive.
ActionAdd a new project to Pipedrive.
ActionAdd a task to a Pipedrive project.
ActionSchedule an activity in Pipedrive.
ActionAdd a new organization to Pipedrive.
ActionDelete a deal from Pipedrive.
ActionDelete a lead from Pipedrive.
ActionDelete a note from Pipedrive.
ActionDelete a person from Pipedrive.
ActionDelete a product from Pipedrive.
ActionDelete a project from Pipedrive.
ActionDelete a task from a Pipedrive project.
ActionDelete an activity from Pipedrive.
ActionDelete an organization from Pipedrive.
ActionList activities in Pipedrive.
ActionList Pipedrive activity types.
ActionList currencies enabled in Pipedrive.
ActionList labels available for deals.
ActionList products attached to a deal.
ActionSearch deals in your Pipedrive account.
ActionList labels available for leads.
ActionSearch leads in Pipedrive.
ActionList notes in Pipedrive.
ActionList labels available for organizations.
ActionSearch organizations in Pipedrive.
ActionList labels available for persons.
ActionSearch persons in Pipedrive.
ActionList pipelines in Pipedrive.
ActionSearch products in Pipedrive.
ActionList project boards in Pipedrive.
ActionList phases on a project board.
ActionList tasks in a Pipedrive project.
ActionList project templates in Pipedrive.
ActionList projects in Pipedrive.
ActionList stages in a Pipedrive pipeline.
ActionList users in your Pipedrive account.
ActionMark a Pipedrive deal as lost.
ActionMark a Pipedrive deal as won.
ActionMark a project task as done.
ActionMark a Pipedrive activity as done.
ActionDetach a product from a deal.
ActionGet one deal from Pipedrive.
ActionGet one lead from Pipedrive.
ActionGet one person from Pipedrive.
ActionGet one product from Pipedrive.
ActionGet one project from Pipedrive.
ActionGet one activity from Pipedrive.
ActionGet one organization from Pipedrive.
ActionChange an existing deal in Pipedrive.
ActionChange a lead in Pipedrive.
ActionChange a note in Pipedrive.
ActionChange an existing person in Pipedrive.
ActionChange a product in Pipedrive.
ActionChange a project in Pipedrive.
ActionChange a task in a Pipedrive project.
ActionChange an activity in Pipedrive.
ActionChange an organization in Pipedrive.
Create automations that move data between CleverReach and Pipedrive. Nodest handles the work in between, so you can focus on what matters.
Link your CleverReach and Pipedrive accounts to Nodest in a few clicks, so both tools are ready to use in automations.
Choose the event that starts your automation, such as a new order, form submission, or updated record in CleverReach or Pipedrive.
Add one or more actions, and combine them with filters, branches, and delays to create a workflow that fits your needs.
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