Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Zendesk Sell

QuickBooks-icon-color

QuickBooks Online

Stripe - Icon

Stripe

ConnectWise - Icon

ConnectWise

SageIntacct-icon-color

Sage Intacct

Zoho CRM - Icon

Zoho CRM

Xero - Icon

Xero

Copper - Icon

Copper

SugarCRM - Icon

SugarCRM

Mindbody - Icon

Mindbody

Streak-icon-color

Streak

AgileCRM-icon-color

Agile CRM

adaptive-insights

Adaptive Insights

Virtuous-icon-color

Virtuous CRM

Dynamo - Icon

Dynamo

Pipeliner-icon-color

Pipeliner

Anaplan-icon-color

Anaplan

Freshsale

Freshsales

Currency codes DDL

Delete organization

List deals DDL

Create activity

Create deal

Create note

Create organization

Create person

Searches all organizations by their name.

Find organizations by name

Find a list of users by their email address or name.

Find people

Find users

Get activity

Returns details of a specific deal. Note: This also returns some additional fields which are not present when asking for all deals.

Get deal

Get a list of all the pipelines in Pipedrive.

List pipelines

Returns open and won deals, grouped by the defined interval.

Get deals timeline

Returns details of an organization. Note: This also returns some additional fields which are not present when asking for all organizations.

Get organization

Returns details of a person. Note: This also returns some additional fields which are not present when asking for all persons.

Get person

Get pipeline stage

Get user

Returns all activities assigned to a specified user. If no user specified, user authenticated on API will be used.

List activities

List activities DDL

List activity types

List activity types DDL

Returns data about all fields deals can have.

List deal fields

List deal fields DDL

List deals

Returns a list of deals associated with a specified person.

List deals associated with a person

List field keys DDL

List filters

List filters DDL

Get a list of all of the deals for an organization.

List organization deals

Returns data about all organization fields.

List organization fields

List pipelines DDL

List organizations

List people

List people DDL

List person fields

Get a list of all the pipeline stages in Pipedrive.

List pipeline stages

List pipeline stages DDL

Get a list of all the users in Pipedrive.

List users

List users DDL

Merge with deal ID

Merge with person ID

Perform search

Performs a search from a specific field's values. Results can be either the distinct values of the field (useful for searching autocomplete field values), or actual items IDs (deals, persons, organizations or products).

Perform search using specific field

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Update activity

Update deal

Updates the properties of an organization.

Update organization

Update person

Pipedrive is a CRM & pipeline management tool that helps you focus on actions that matter. By sales pros, for sales pros.

List webhooks

Delete webhook

Create webhook

Webhook

Pipedrive

Subscribe to push notifications from Pipedrive.

On push notification

Pipedrive 1

Integrations

Pipedrive automation for any use case

Pipedrive 2

Automation

Pipedrive 3

Use cases

Heavy-duty Pipedrive use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

Jellyvision - Card

Jellyvision improves lead response speed, conversions, and win rate with automation

segment-color-logo

Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

Pipedrive - Icon

Customer Relationship Management (CRM)

Delete ICItem

Return the entity with the key from Order Entry Orders (OEOrders).

Get OEOrder

Return the entity with the key from POInvoices.

Get POInvoice by sequence key

Return the entity with the key from POPurchaseOrders.

Get POPurchaseOrder by sequence key

Return the entity with the key from POReceipts.

Get POReceipt by sequence key

Update ARCustomer

Delete ARCustomer by number

Delete entity in EntitySet ARNationalAccounts.

Delete ARNationalAccount by number

Create a new entity to EntitySet POPurchaseOrders.

Create POPurchaseOrder

Create a new entity to EntitySet POReceipts.

Create POReceipt

Create a new entity to EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Create OEMiscellaneousCharge

Create a new entity to EntitySet Order Entry Orders (OEOrders).

Create OEOrder

Delete APVendor by number

Delete an entity from EntitySet Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Delete OEMiscellaneousCharge

Return the entity with the key from APVendors.

Get APVendor by number

Return the entity with the key from ARCustomers.

Get ARCustomer by number

Return the entity with the key from ARNationalAccounts.

Get ARNationalAccount by number

Returns the entity with the key from ICAdjustments.

Get ICAdjustment

Returns the entity with the key from ICItems.

Get ICItem

Returns the entity with the key from ICLocations.

Get ICLocation

Return the entity with the key from Order Entry Credit Debit Notes (OECreditDebitNotes).

Get OECreditDebitNote

Return the entity with the key from Order Entry Invoices (OEInvoices).

Get OEInvoice

Return the entity with the key from Order Entry Miscellaneous Charges (OEMiscellaneousCharges).

Pipedrive and Sage 300 integration + automation

Popular Pipedrive and Sage 300 integrations

Pipedrive and Sage 300 Connector Details

Pipedrive

Sage 300

Tray is the leading AI ready integration and automation platform

Similar connectors to Pipedrive and Sage 300