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Connect Pipedrive to CleverReach

Build automations that connect Pipedrive to CleverReach. When something happens in Pipedrive, Nodest passes the data along and runs the actions you set up in CleverReach or the other way around — no coding required.

Automations

Popular Pipedrive and CleverReach workflows

Pick a ready-made workflow that connects Pipedrive with CleverReach, customise it to fit your needs, and go live in minutes.

PipedriveCleverReach

Delete receivers in CleverReach for deleted persons in Pipedrive

When “Person deleted” fires in Pipedrive, Nodest will delete a receiver in CleverReach.

PipedriveCleverReach

Add orders to receivers in CleverReach for won deals in Pipedrive

When “Deal won” fires in Pipedrive, Nodest will create or update a receiver in CleverReach and add an order to a receiver in CleverReach.

PipedriveCleverReach

Add tags to receivers in CleverReach for deal stage changes in Pipedrive

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.

PipedriveCleverReach

Add tags to receivers in CleverReach for lost deals in Pipedrive

When “Deal lost” fires in Pipedrive, Nodest will create or update a receiver in CleverReach and add a tag to a receiver in CleverReach.

PipedriveCleverReach

Add tags to receivers in CleverReach for won deals in Pipedrive

When “Deal won” fires in Pipedrive, Nodest will create or update a receiver in CleverReach and add a tag to a receiver in CleverReach.

PipedriveCleverReach

Remove tags from receivers in CleverReach for won deals in Pipedrive

When “Deal won” fires in Pipedrive, Nodest will remove a tag from a receiver in CleverReach.

PipedriveCleverReach

Add tags to receivers in CleverReach for new deals in Pipedrive

When “Deal created” fires in Pipedrive, Nodest will create or update a receiver in CleverReach and add a tag to a receiver in CleverReach.

PipedriveCleverReach

Create or update receivers in CleverReach for new leads in Pipedrive

When “Lead created” fires in Pipedrive, Nodest will create or update a receiver in CleverReach.

PipedriveCleverReach

Create or update receivers in CleverReach for updated persons in Pipedrive

When “Person updated” fires in Pipedrive, Nodest will create or update a receiver in CleverReach.

PipedriveCleverReach

Create or update receivers in CleverReach for new persons in Pipedrive

When “Person created” fires in Pipedrive, Nodest will create or update a receiver in CleverReach.

Triggers and actions

Available triggers and actions for Pipedrive and CleverReach

Combine the triggers and actions of Pipedrive and CleverReach to build your automation. Triggers start the automation, and actions are the steps that follow.

Lead createdTrigger

Lead created

Fires when a lead is added in Pipedrive.

Project task deletedTrigger

Project task deleted

Fires when a project task is deleted.

Project task completedTrigger

Project task completed

Fires when a project task is marked as done.

Project task updatedTrigger

Project task updated

Fires when a project task is changed.

Project task createdTrigger

Project task created

Fires when a project task is added.

Project deletedTrigger

Project deleted

Fires when a project is deleted in Pipedrive.

Project updatedTrigger

Project updated

Fires when a project is changed in Pipedrive.

Project createdTrigger

Project created

Fires when a project is added in Pipedrive.

Product removed from dealTrigger

Product removed from deal

Fires when a product is removed from a deal.

Product added to dealTrigger

Product added to deal

Fires when a product is added to a deal.

Product updatedTrigger

Product updated

Fires when a product is changed in Pipedrive.

Product createdTrigger

Product created

Fires when a product is added in Pipedrive.

Note updatedTrigger

Note updated

Fires when a note is changed in Pipedrive.

Note createdTrigger

Note created

Fires when a note is added in Pipedrive.

Activity createdTrigger

Activity created

Fires when an activity 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.

Activity deletedTrigger

Activity deleted

Fires when an activity is deleted in Pipedrive.

Activity completedTrigger

Activity completed

Fires when an activity is marked as done.

Activity updatedTrigger

Activity updated

Fires when an activity is changed in Pipedrive.

Organization deletedTrigger

Organization deleted

Fires when an organization is deleted.

Organization updatedTrigger

Organization updated

Fires when an organization is changed.

Organization createdTrigger

Organization created

Fires when an organization is added.

Person deletedTrigger

Person deleted

Fires when a person is deleted in Pipedrive.

Person updatedTrigger

Person updated

Fires when a person is changed in Pipedrive.

Person createdTrigger

Person created

Fires when a person 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 wonTrigger

Deal won

Fires when a deal is marked as won.

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 createdTrigger

Deal created

Fires when a deal is added in Pipedrive.

Find usersAction

Find users

List users in your Pipedrive account.

Find lead labelsAction

Find lead labels

List labels available for leads.

Retrieve an organizationAction

Retrieve an organization

Get one organization from Pipedrive.

Find pipelinesAction

Find pipelines

List pipelines in Pipedrive.

Find stagesAction

Find stages

List stages in a Pipedrive pipeline.

Find currenciesAction

Find currencies

List currencies enabled in Pipedrive.

Find activity typesAction

Find activity types

List Pipedrive activity types.

Find person labelsAction

Find person labels

List labels available for persons.

Find organization labelsAction

Find organization labels

List labels available for organizations.

Retrieve a productAction

Retrieve a product

Get one product from Pipedrive.

Retrieve a personAction

Retrieve a person

Get one person from Pipedrive.

Retrieve a dealAction

Retrieve a deal

Get one deal from Pipedrive.

Retrieve a leadAction

Retrieve a lead

Get one lead from Pipedrive.

Find activitiesAction

Find activities

List activities in Pipedrive.

Retrieve an activityAction

Retrieve an activity

Get one activity from Pipedrive.

Find project boardsAction

Find project boards

List project boards in Pipedrive.

Find notesAction

Find notes

List notes in Pipedrive.

Find organizationsAction

Find organizations

Search organizations in Pipedrive.

Find productsAction

Find products

Search products in Pipedrive.

Find leadsAction

Find leads

Search leads in Pipedrive.

Convert a lead to a dealAction

Convert a lead to a deal

Convert a Pipedrive lead into a deal.

Create a productAction

Create a product

Add a new product to Pipedrive.

Update a productAction

Update a product

Change a product in Pipedrive.

Delete a productAction

Delete a product

Delete a product from Pipedrive.

Update a projectAction

Update a project

Change a project in Pipedrive.

Archive a projectAction

Archive a project

Archive a project in Pipedrive.

Delete a projectAction

Delete a project

Delete a project from Pipedrive.

Create a project taskAction

Create a project task

Add a task to a Pipedrive project.

Update a project taskAction

Update a project task

Change a task in a Pipedrive project.

Mark a project task as doneAction

Mark a project task as done

Mark a project task as done.

Delete a project taskAction

Delete a project task

Delete a task from a Pipedrive project.

Create a projectAction

Create a project

Add a new project to Pipedrive.

Find project templatesAction

Find project templates

List project templates in Pipedrive.

Add a participant to a dealAction

Add a participant to a deal

Add a participant to a Pipedrive deal.

Find deal labelsAction

Find deal labels

List labels available for deals.

Find personsAction

Find persons

Search persons in Pipedrive.

Find dealsAction

Find deals

Search deals in your Pipedrive account.

Update a personAction

Update a person

Change an existing person in Pipedrive.

Delete a personAction

Delete a person

Delete a person from Pipedrive.

Add a follower to a personAction

Add a follower to a person

Add a follower to a Pipedrive person.

Create an organizationAction

Create an organization

Add a new organization to Pipedrive.

Update an organizationAction

Update an organization

Change an organization in Pipedrive.

Delete an organizationAction

Delete an organization

Delete an organization from Pipedrive.

Create an activityAction

Create an activity

Schedule an activity in Pipedrive.

Update an activityAction

Update an activity

Change an activity in Pipedrive.

Mark an activity as doneAction

Mark an activity as done

Mark a Pipedrive activity as done.

Delete an activityAction

Delete an activity

Delete an activity from Pipedrive.

Create a leadAction

Create a lead

Add a new lead to Pipedrive.

Update a leadAction

Update a lead

Change a lead in Pipedrive.

Delete a leadAction

Delete a lead

Delete a lead from Pipedrive.

Create a noteAction

Create a note

Add a note in Pipedrive.

Update a noteAction

Update a note

Change a note in Pipedrive.

Delete a noteAction

Delete a note

Delete a note from Pipedrive.

Find deal productsAction

Find deal products

List products attached to a deal.

Find project phasesAction

Find project phases

List phases on a project board.

Find projectsAction

Find projects

List projects in Pipedrive.

Retrieve a projectAction

Retrieve a project

Get one project from Pipedrive.

Find project tasksAction

Find project tasks

List tasks in a Pipedrive project.

Create a dealAction

Create a deal

Add a new deal to Pipedrive.

Update a dealAction

Update a deal

Change an existing deal in Pipedrive.

Mark a deal as wonAction

Mark a deal as won

Mark a Pipedrive deal as won.

Mark a deal as lostAction

Mark a deal as lost

Mark a Pipedrive deal as lost.

Delete a dealAction

Delete a deal

Delete a deal from Pipedrive.

Add a product to a dealAction

Add a product to a deal

Attach a product to a Pipedrive deal.

Remove a product from a dealAction

Remove a product from a deal

Detach a product from a deal.

Add a follower to a dealAction

Add a follower to a deal

Add a follower to a Pipedrive deal.

Convert a deal to a leadAction

Convert a deal to a lead

Convert a Pipedrive deal into a lead.

Create a personAction

Create a person

Add a new person to Pipedrive.

Find groupsAction

Find groups

List groups in your CleverReach account.

Retrieve a groupAction

Retrieve a group

Retrieve a group from your CleverReach account by ID.

Find global attributesAction

Find global attributes

List global attributes defined for receivers.

Update a receiverAction

Update a receiver

Update an existing receiver in a CleverReach group. The email can't be changed.

Delete a receiverAction

Delete a receiver

Permanently delete a receiver from a CleverReach group.

Activate a receiverAction

Activate a receiver

Activate a receiver in a CleverReach group.

Deactivate a receiverAction

Deactivate a receiver

Deactivate a receiver in a CleverReach group.

Create a groupAction

Create a group

Create a group in CleverReach.

Change a receiver's emailAction

Change a receiver's email

Change the email address of a receiver in CleverReach.

Update a groupAction

Update a group

Update an existing group in CleverReach.

Delete a groupAction

Delete a group

Permanently delete a group from CleverReach.

Retrieve a group attributeAction

Retrieve a group attribute

Retrieve a group attribute from your CleverReach account by ID.

Delete a global attributeAction

Delete a global attribute

Permanently delete a global attribute from CleverReach.

Delete a group attributeAction

Delete a group attribute

Permanently delete an attribute from a CleverReach group.

Update a global attributeAction

Update a global attribute

Update a global attribute in CleverReach. The name can't be changed.

Add an email to the blocklistAction

Add an email to the blocklist

Add an email address to your CleverReach blocklist.

Remove an email from the blocklistAction

Remove an email from the blocklist

Remove an email address from your CleverReach blocklist.

Retrieve a blocklist entryAction

Retrieve a blocklist entry

Retrieve a blocklist entry from your CleverReach account by email.

Find reportsAction

Find reports

List reports in your CleverReach account.

Find group attributesAction

Find group attributes

List attributes defined for a CleverReach group.

Find ordersAction

Find orders

List orders of a receiver in a CleverReach group.

Retrieve a receiverAction

Retrieve a receiver

Retrieve a receiver from your CleverReach account by ID or email.

Retrieve a global attributeAction

Retrieve a global attribute

Retrieve a global attribute from your CleverReach account by ID.

Create or update a receiverAction

Create or update a receiver

Create a receiver in a CleverReach group, or update the existing receiver with the same email.

Add a tag to a receiverAction

Add a tag to a receiver

Add a tag to a receiver in CleverReach.

Remove a tag from a receiverAction

Remove a tag from a receiver

Remove a tag from a receiver in CleverReach.

Add an order to a receiverAction

Add an order to a receiver

Record an order for a receiver in CleverReach.

Find mailingsAction

Find mailings

List mailings in your CleverReach account.

Find receiversAction

Find receivers

List receivers in a CleverReach group.

Retrieve a mailingAction

Retrieve a mailing

Retrieve a mailing from your CleverReach account by ID.

Retrieve a reportAction

Retrieve a report

Retrieve a report from your CleverReach account by ID.

Update an orderAction

Update an order

Update an order of a receiver in CleverReach.

Delete an orderAction

Delete an order

Permanently delete an order of a receiver in CleverReach.

Create an attributeAction

Create an attribute

Create a global attribute, or an attribute in a CleverReach group.

Update a group attributeAction

Update a group attribute

Update an attribute in a CleverReach group. The name can't be changed.

Find blocklist entriesAction

Find blocklist entries

List blocked email addresses in CleverReach.

Update a blocklist entryAction

Update a blocklist entry

Change the comment on a blocked email.

Find tags on a receiverAction

Find tags on a receiver

List tags set on a CleverReach receiver.

How it works

Connect Pipedrive with CleverReach in three steps

Create automations that move data between Pipedrive and CleverReach. Nodest handles the work in between, so you can focus on what matters.

Connect Pipedrive and CleverReach

Link your Pipedrive and CleverReach accounts to Nodest in a few clicks, so both tools are ready to use in automations.

Pick a trigger

Choose the event that starts your automation, such as a new order, form submission, or updated record in Pipedrive or CleverReach.

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.

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