Teach Pipedrive new tricks with Zapier

Our vision is to help teams around the world close more deals. Make it easy to understand what your sales pipeline looks like, help find the right deals to focus on and require minimal amount of ‘sales admin’.

On the other hand, our customers have processes other than just direct sales. They issue invoices for closed deals, do marketing campaigns to generate leads, manage projects and do a myriad of other things. We have no plans to add all such functionality to Pipedrive, but we want to make it very easy for Pipedrive to talk to other software.

Mailchimp Pipedrive ZapierIf you have software development resources, you can make Pipedrive do pretty much anything via our API. If not, you’ll love Zapier. Zapier is a platform that can make connections between the different business software you use, without requiring any programming skills. For example you can use Zapier to:

* Create a new deal in the ‘New leads’ stage in Pipedrive when someone subscribes to your newsletter or fills a Wufoo form on your website

* Create an invoice in Freshbooks if a deal is marked ‘Won‘ in Pipedrive.

* Send a text message to sales manager via Twilio if a deal is moved to stage ‘Offer made’ in Pipedrive

* Start a new task in project management software (Asana, Trello, Pivotal Tracker, etc.) when a deal is marked ‘Won’ in Pipedrive.

Zapier currently supports connections between 164 different pieces of software and the possibilities are almost endless. It is free to use if the number of tasks needed is small, and subscriptions start at $15 per month.

Zapier offers a free trial and they’ve made a 25% off first 3 months offer for the first 10 Pipedrive customers, on a first come first served basis. Check out how Zapier can work with your Pipedrive account, and use the promo code pipedrive_exclusive if you’d like to use the special offer.

Join Pipedrive CTA

Ragnar Sass

Co-Founder of Pipedrive

  • I’m trying to pass information into Pipedrive through Zapier to create activities but no matter which date format I use for the fields “Due date”, “Due time”, and duration. Pipedrive always creates an activity with a due date of today’s date, a due time of 4pm, and a duration of 00:20.

    I have tried to manually enter every possible format under the sun including:

    Date:

    12-14-2014
    December 31, 2014

    Time:

    11:00am
    11:00

    Duration:

    01:00 —> which is what I see when exporting from pipedrive
    1
    60

    and even tried breaking down

    2014-12-31T16:00:00+00:00 which is the date format I get when exporting from pipedrive into excel

    into

    Due Date: 2014-12-31
    &
    Due Time: 16:00:00+00:00

    Please help!

    • Hi,

      Sorry to hear about the trouble. From the Zapier help pages (https://zapier.com/help/field-types/#datetimes) we found these instructions:

      Datetimes can also be fairly complicated, but we do our best to interpret any date or time you throw at us! For example, all of the below are supported:

      tomorrow at noon
      next friday at 7pm
      2/13/2014 8pm
      2014-02-26T16:56 (standard ISO format)
      1393462573 (a unix timestamp!)

      I hope you’ll find one that suits your needs

      • I have tried all formats and therefore believe it to be a problem with how pipedrive interprets date, time, and duration from zapier. Can you please tell me which formats pipedrive prefers?

        • Hi,

          In theory Zapier will do the date conversion on their end and will send us data in the format we need. So it should not matter which format you use in the zap.

          Can you please try typing “tomorrow at noon” (without the quotes) into the field to see if that works? It does for me.

          • Doesn’t work for me. At this point, I have no idea what to do. For an issue like this, do I contact pipedrive support or zapier support?