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Pipedrive

Turn new WordPress signups, orders and form entries into Pipedrive deals, contacts and follow-ups automatically.

How it works

Automate Pipedrive in three steps

Create automations that connect Pipedrive to your WordPress site and the tools your business runs on. Nodest handles the work in between, so you can focus on what matters. No coding required.

Connect Pipedrive

Link your Pipedrive account to Nodest in a few clicks, so you can start building automations with Pipedrive.

Pick a trigger

Choose the trigger that starts your automation, such as a new order, form submission, or published post.

Chain actions and go live

Add one or more actions, and combine them with filters, branches, and delays to create a workflow that fits your needs.

Triggers and actions

Available triggers and actions for Pipedrive

Choose from the available triggers and actions to build automations with Pipedrive. Triggers start the automation, and actions are the steps that follow.

Add a follower to a dealAction

Add a follower to a deal

Add a follower to a Pipedrive deal.

Add a follower to a personAction

Add a follower to a person

Add a follower to a Pipedrive person.

Add a participant to a dealAction

Add a participant to a deal

Add a participant to a Pipedrive deal.

Add a product to a dealAction

Add a product to a deal

Attach a product to a Pipedrive deal.

Archive a projectAction

Archive a project

Archive a project in Pipedrive.

Convert a deal to a leadAction

Convert a deal to a lead

Convert a Pipedrive deal into a lead.

Convert a lead to a dealAction

Convert a lead to a deal

Convert a Pipedrive lead into a deal.

Create a dealAction

Create a deal

Add a new deal to Pipedrive.

Create a leadAction

Create a lead

Add a new lead to Pipedrive.

Create a noteAction

Create a note

Add a note in Pipedrive.

Create a personAction

Create a person

Add a new person to Pipedrive.

Create a productAction

Create a product

Add a new product to Pipedrive.

Create a projectAction

Create a project

Add a new project to Pipedrive.

Create a project taskAction

Create a project task

Add a task to a Pipedrive project.

Create an activityAction

Create an activity

Schedule an activity in Pipedrive.

Create an organizationAction

Create an organization

Add a new organization to Pipedrive.

Delete a dealAction

Delete a deal

Delete a deal from Pipedrive.

Delete a leadAction

Delete a lead

Delete a lead from Pipedrive.

Delete a noteAction

Delete a note

Delete a note from Pipedrive.

Delete a personAction

Delete a person

Delete a person from Pipedrive.

Delete a productAction

Delete a product

Delete a product from Pipedrive.

Delete a projectAction

Delete a project

Delete a project from Pipedrive.

Delete a project taskAction

Delete a project task

Delete a task from a Pipedrive project.

Delete an activityAction

Delete an activity

Delete an activity from Pipedrive.

Delete an organizationAction

Delete an organization

Delete an organization from Pipedrive.

Find activitiesAction

Find activities

List activities in Pipedrive.

Find activity typesAction

Find activity types

List Pipedrive activity types.

Find currenciesAction

Find currencies

List currencies enabled in Pipedrive.

Find deal labelsAction

Find deal labels

List labels available for deals.

Find deal productsAction

Find deal products

List products attached to a deal.

Find dealsAction

Find deals

Search deals in your Pipedrive account.

Find lead labelsAction

Find lead labels

List labels available for leads.

Find leadsAction

Find leads

Search leads in Pipedrive.

Find notesAction

Find notes

List notes in Pipedrive.

Find organization labelsAction

Find organization labels

List labels available for organizations.

Find organizationsAction

Find organizations

Search organizations in Pipedrive.

Find person labelsAction

Find person labels

List labels available for persons.

Find personsAction

Find persons

Search persons in Pipedrive.

Find pipelinesAction

Find pipelines

List pipelines in Pipedrive.

Find productsAction

Find products

Search products in Pipedrive.

Find project boardsAction

Find project boards

List project boards in Pipedrive.

Find project phasesAction

Find project phases

List phases on a project board.

Find project tasksAction

Find project tasks

List tasks in a Pipedrive project.

Find project templatesAction

Find project templates

List project templates in Pipedrive.

Find projectsAction

Find projects

List projects in Pipedrive.

Find stagesAction

Find stages

List stages in a Pipedrive pipeline.

Find usersAction

Find users

List users in your Pipedrive account.

Mark a deal as lostAction

Mark a deal as lost

Mark a Pipedrive deal as lost.

Mark a deal as wonAction

Mark a deal as won

Mark a Pipedrive deal as won.

Mark a project task as doneAction

Mark a project task as done

Mark a project task as done.

Mark an activity as doneAction

Mark an activity as done

Mark a Pipedrive activity as done.

Remove a product from a dealAction

Remove a product from a deal

Detach a product from a deal.

Retrieve a dealAction

Retrieve a deal

Get one deal from Pipedrive.

Retrieve a leadAction

Retrieve a lead

Get one lead from Pipedrive.

Retrieve a personAction

Retrieve a person

Get one person from Pipedrive.

Retrieve a productAction

Retrieve a product

Get one product from Pipedrive.

Retrieve a projectAction

Retrieve a project

Get one project from Pipedrive.

Retrieve an activityAction

Retrieve an activity

Get one activity from Pipedrive.

Retrieve an organizationAction

Retrieve an organization

Get one organization from Pipedrive.

Update a dealAction

Update a deal

Change an existing deal in Pipedrive.

Update a leadAction

Update a lead

Change a lead in Pipedrive.

Update a noteAction

Update a note

Change a note in Pipedrive.

Update a personAction

Update a person

Change an existing person in Pipedrive.

Update a productAction

Update a product

Change a product in Pipedrive.

Update a projectAction

Update a project

Change a project in Pipedrive.

Update a project taskAction

Update a project task

Change a task in a Pipedrive project.

Update an activityAction

Update an activity

Change an activity in Pipedrive.

Update an organizationAction

Update an organization

Change an organization in Pipedrive.

Activity completedTrigger

Activity completed

Fires when an activity is marked as done.

Activity createdTrigger

Activity created

Fires when an activity is added in Pipedrive.

Activity deletedTrigger

Activity deleted

Fires when an activity is deleted in Pipedrive.

Activity updatedTrigger

Activity updated

Fires when an activity is changed in Pipedrive.

Deal createdTrigger

Deal created

Fires when a deal is added in Pipedrive.

Deal deletedTrigger

Deal deleted

Fires when a deal is deleted in Pipedrive.

Deal lostTrigger

Deal lost

Fires when a deal is marked as lost.

Deal stage changedTrigger

Deal stage changed

Fires when a deal moves to another stage.

Deal updatedTrigger

Deal updated

Fires when a deal is changed in Pipedrive.

Deal wonTrigger

Deal won

Fires when a deal is marked as won.

Lead createdTrigger

Lead created

Fires when a lead is added in Pipedrive.

Lead deletedTrigger

Lead deleted

Fires when a lead is deleted in Pipedrive.

Lead updatedTrigger

Lead updated

Fires when a lead is changed in Pipedrive.

Note createdTrigger

Note created

Fires when a note is added in Pipedrive.

Note updatedTrigger

Note updated

Fires when a note is changed in Pipedrive.

Organization createdTrigger

Organization created

Fires when an organization is added.

Organization deletedTrigger

Organization deleted

Fires when an organization is deleted.

Organization updatedTrigger

Organization updated

Fires when an organization is changed.

Person createdTrigger

Person created

Fires when a person is added in Pipedrive.

Person deletedTrigger

Person deleted

Fires when a person is deleted in Pipedrive.

Person updatedTrigger

Person updated

Fires when a person is changed in Pipedrive.

Product added to dealTrigger

Product added to deal

Fires when a product is added to a deal.

Product createdTrigger

Product created

Fires when a product is added in Pipedrive.

Product removed from dealTrigger

Product removed from deal

Fires when a product is removed from a deal.

Product updatedTrigger

Product updated

Fires when a product is changed in Pipedrive.

Project createdTrigger

Project created

Fires when a project is added in Pipedrive.

Project deletedTrigger

Project deleted

Fires when a project is deleted in Pipedrive.

Project task completedTrigger

Project task completed

Fires when a project task is marked as done.

Project task createdTrigger

Project task created

Fires when a project task is added.

Project task deletedTrigger

Project task deleted

Fires when a project task is deleted.

Project task updatedTrigger

Project task updated

Fires when a project task is changed.

Project updatedTrigger

Project updated

Fires when a project is changed in Pipedrive.

Combinations

Get more value from Pipedrive

Discover how combining Pipedrive with other powerful tools can take your workflows to the next level.

Pipedrive + ActiveCampaign

Grow your ActiveCampaign lists from WordPress. Add contacts, apply tags and move deals automatically.

Pipedrive + Airtable

Save form entries, orders and users from your WordPress site as Airtable records to keep your bases up to date.

Pipedrive + Anthropic

Let Claude write product descriptions, summarize form entries and draft email replies for your WordPress site.

Pipedrive + Asana

Create and assign tasks automatically from any WordPress event and notify the right person on your team.

Pipedrive + awork

Turn orders and form entries on your WordPress site into awork projects and tasks, so no new client work slips by.

Pipedrive + Basecamp

Turn WordPress activity into Basecamp to-dos, messages and comments so your team's projects stay on track.

Pipedrive + Brevo

Add contacts, manage lists, and send emails automatically to keep your CRM tools in sync with your WordPress site.

Pipedrive + Cal.com

Turn WordPress form submissions, orders, and sign-ups into Cal.com bookings, reschedules, and cancellations.

Pipedrive + Calendly

Send new leads, customers and form entries from your WordPress site a Calendly link to book a call with you.

Pipedrive + CleverReach

Automatically sync subscribers, tags and orders from your WordPress site to CleverReach and grow your newsletter.

Pipedrive + ClickUp

Keep ClickUp and your WordPress site in step. Create tasks from orders and form entries, and act when they're done.

Pipedrive + DeepL

Automatically translate posts, products and form entries on your WordPress site into more than 100 languages.

Pipedrive + Easy Digital Downloads

Trigger automated workflows on completed purchases, new customers, and downloads in your store.

Fluent Forms

Pipedrive + Fluent Forms

Turn any Fluent Forms submission into a workflow. Route leads, create contacts, and notify your team instantly.

Pipedrive + Gemini

Add AI-powered actions to any workflow. Generate content, summarise data, and process information smarter.

Pipedrive + Google Calendar

Send bookings, appointments, orders and event registrations from WordPress to your Google Calendar automatically.

Pipedrive + Google Contacts

Turn WooCommerce orders, form entries and newsletter signups into organized Google Contacts.

Pipedrive + Google Docs

Draft contracts, invoices and letters in Google Docs from your WordPress orders, entries and members.

Pipedrive + Google Sheets

Send your WordPress form entries, orders and members into a Sheet, and pull that data back into your site.

Pipedrive + Google Tasks

Automatically create a Google Task from every enquiry, order and comment submitted through your WordPress site.

Pipedrive + Gravity Forms

Turn any form submission into a workflow. Route leads, create contacts, and notify your team instantly.

Pipedrive + Intercom

Give every WordPress visitor a personal welcome in Intercom, and never miss a chat, reply or support ticket again.

Pipedrive + Klaviyo

Add customers to Klaviyo from your WordPress forms and orders, keep profiles current, and track what they do.

Pipedrive + Linear

Create Linear issues automatically from WordPress events to bridge your client sites and your dev team's workflow.

Pipedrive + Mailchimp

Add subscribers, update tags, manage audiences, and trigger campaigns all from WordPress and WooCommerce.

Pipedrive + MemberPress

Automate your membership site. Trigger workflows on new subscriptions, cancellations, and plan upgrades.

Pipedrive + Monday.com

Push items and updates into your boards automatically. No more data entry between your site and your team.

Pipedrive + Notion

Create Notion pages from any WordPress event. Update properties, add comments, and archive pages.

Pipedrive + OpenAI

Bring OpenAI into your automations to process data, generate content, and add intelligent steps to your workflows.

Pipedrive + rapidmail

Add your WordPress site's visitors and customers to rapidmail lists and keep their newsletter details up to date.

Pipedrive + Resend

Send transactional and marketing emails automatically from your WordPress site and keep your contact lists up to date.

Pipedrive + Slack

Send your WordPress site's activity straight to Slack, so your team sees new orders and form entries right away.

Pipedrive + Stripe

Automate what happens after Stripe payments, subscriptions and refunds, from emails to member access.

Pipedrive + Telegram

Send order alerts, form entries, and updates from your WordPress site to any Telegram chat or channel.

Pipedrive + Todoist

Turn new orders, form entries and comments on your site into Todoist tasks your team can pick up right away.

Pipedrive + Toggl Track

Track time against your WordPress work in Toggl Track and keep projects, clients and tasks in sync automatically.

Pipedrive + Trello

Connect your WordPress site to Trello and turn every new order, lead or sign-up into a card on the right board.

Pipedrive + WooCommerce

React to store events in real time. Trigger workflows on orders placed, completed, or new customers created.

Pipedrive + WordPress

Trigger automations from any WordPress event, like user registration, post publishing or login.

Pipedrive + WS Form

Turn any WS Form submission into a workflow. Route leads, create contacts, and notify your team instantly.

Automations

Popular Pipedrive workflows

Get more out of Pipedrive with Nodest. Pick a ready-made workflow, customise it to fit your needs, and go live in minutes.

PipedriveGoogle Sheets

Create or update rows in Google Sheets for product updates in Pipedrive

When “Product updated” fires in Pipedrive, Nodest will create or update rows in Google Sheets.

PipedriveGoogle Sheets

Create or update rows in Google Sheets for new products in Pipedrive

When “Product created” fires in Pipedrive, Nodest will create or update rows in Google Sheets.

PipedriveGoogle Sheets

Create or update rows in Google Sheets for completed project tasks in Pipedrive

When “Project task completed” fires in Pipedrive, Nodest will create or update rows in Google Sheets.

PipedriveGoogle Sheets

Create or update rows in Google Sheets for new project tasks in Pipedrive

When “Project task created” fires in Pipedrive, Nodest will create or update rows in Google Sheets.

PipedriveGoogle Sheets

Create or update rows in Google Sheets for project updates in Pipedrive

When “Project updated” fires in Pipedrive, Nodest will create or update rows in Google Sheets.

PipedriveGoogle Sheets

Create or update rows in Google Sheets for new projects in Pipedrive

When “Project created” fires in Pipedrive, Nodest will create or update rows in Google Sheets.

AI assistant

MCP server for Pipedrive

Connect your favourite AI assistant and give it access to Pipedrive. From then on, just write what you need in the chat and watch the work get done in Pipedrive automatically.

Create an MCP server

Add a new MCP server to your workspace and pick the Pipedrive actions an assistant may use on your behalf.

Connect your AI assistant

Add the server to an AI assistant that supports MCP, and approve the connection once.

Call tools from chat

Ask for what you need in plain language. Your assistant finds the right Pipedrive action and runs it for you.

Frequently asked questions about Pipedrive

Find answers to common questions about using Pipedrive with Nodest.

Is there a free plan available?

Yes. The free plan includes unlimited automations and 100 actions per month, with no credit card required — enough to run your first Pipedrive workflows before deciding to upgrade.

How do I connect Nodest to Pipedrive?

Can I send data to Pipedrive and other tools at once?

What kinds of workflows can I automate with Pipedrive?

Do I need coding skills to use Nodest?

Where is my automation data processed?

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