Apps › CRM/Sales

Pipedrive automation with Bizomate

A pipeline is only as honest as the last update someone typed. Bizomate creates people, organisations and deals when a form is filled in or an order is placed, moves deals between stages, logs activities and notes, and starts a workflow the moment a deal is added, updated, won or lost. Every run leaves a record of what it changed.

Start free See the templates

◇ Publishing a workflow that uses it asks for a paid plan. Build and test on any plan.

At a glance

Label	Value
Plans	◇ Paid plans — on Free you can build and test; publishing needs a paid plan
Connect	An API token
Starts runs	Instantly
Kind	Connected app · CRM/Sales

What can start a workflow

New deal ◇
When a deal is added

In every pipeline, or the one you choose. Set up with Pipedrive when you publish.

New person ◇
When a person is added

Set up with Pipedrive when you publish.

New organisation ◇
When an organisation is added

Set up with Pipedrive when you publish.

New activity ◇
When an activity is added

A call, meeting or task. Set up with Pipedrive when you publish.

Deal updated ◇
When a deal's fields change — previous holds what they were

Any field, or only the fields you name; the run gives what they were before. Set up with Pipedrive when you publish.

Deal won / lost ◇
When a deal is marked won or lost

Won, lost or either, in every pipeline or one. Set up with Pipedrive when you publish.

What a workflow can do with it

Create a deal ◇
Adds a deal, a value for each field you fill in

With the fields from your own Pipedrive account, custom ones included, required ones first.

Update a deal ◇
Changes the fields you fill in on one deal

Find deals ◇
Deals whose fields equal the values you give

By the fields you give, a status, or a filter saved in Pipedrive; up to 1,000.

Move a deal to a stage ◇
Puts a deal in the stage you choose

Choose the pipeline, then the stage.

Add a product to a deal ◇
Adds a product to a deal, with its quantity and price

With its quantity, price and discount; left empty, the price is the product's own.

Create a person ◇
Adds a person, a value for each field you fill in

Update a person ◇
Changes the fields you fill in on one person

Create or update a person ◇
Updates the person with this email, or creates them

Finds the person by email and updates them, or adds them if there is nobody.

Find people ◇
People whose fields equal the values you give

Create an organisation ◇
Adds an organisation, a value for each field you fill in

Update an organisation ◇
Changes the fields you fill in on one organisation

Create or update an organisation ◇
Updates the organisation with this name, or creates it

Finds the organisation with exactly that name and updates it, or adds it.

Find organisations ◇
Organisations whose fields equal the values you give

Create an activity ◇
Adds a call, meeting or task — on a deal, person or organisation if you give one

Update an activity ◇
Changes the fields you fill in on one activity — mark it done, say

Find activities ◇
Activities whose fields equal the values you give

Create a record ◇
Adds a lead, note or product, a value for each field you fill in

Leads, notes and products. A lead needs a person or an organisation.

Update a record ◇
Changes the fields you fill in on one lead, note or product

Create or update a record ◇
Updates the lead or product whose field holds a value, or creates it

Find records ◇
Leads, notes or products whose fields equal the values you give

Get a record ◇
One record's fields, by its id

Delete a record ◇
Deletes one record

Any kind: deal, person, organisation, activity, lead, note or product.

Add a note ◇
Adds a note to a deal, person, organisation or lead

Associate records ◇
Links a deal or lead to a person or organisation, or a person to an organisation

Links a deal or lead to a person or organisation, or a person to an organisation. A deal or lead has one of each, so linking replaces the one it had.

How you connect it

In Pipedrive, open Settings › Personal preferences › API, copy your personal API token and paste it into Bizomate under API token. There is no address to type: Bizomate reads your company's Pipedrive address from the token. Steps act as you, and see what you can see in Pipedrive. Bizomate tests the token before saving it, and Test answers "Reached Sam Carter · Acme Supplies Inc." with your company's Pipedrive address.

Publishing a workflow with a Pipedrive trigger adds a webhook in Pipedrive for it, with a user name and password Bizomate makes; every delivery is checked against them, and one that does not match starts nothing. Unpublishing removes the webhook.

The token is encrypted before it is saved, used only when a step runs, a trigger is set up or a test calls Pipedrive, and never shown again — not to you, your colleagues or Bizomate support. It belongs to one workspace, the Code step cannot read it, and revoking the connection wipes it at once.

In the help centre: Connect Pipedrive, Start a workflow from Pipedrive events, Create, update or find a Pipedrive record, Premium connections on the Free plan and How instant triggers work.

Questions about Pipedrive

Which plan do I need?

Pipedrive is a premium connection. On any plan, Free included, you can add it and build and test workflows that use it; publishing one of those workflows needs a paid plan.

Do I need to set up a webhook in Pipedrive?

No. Publishing a workflow with a Pipedrive trigger adds the webhook for you, with its own user name and password, and unpublishing or deleting the workflow takes it away. Each published workflow has its own.

Can it use my custom Pipedrive fields?

Yes. Each step reads the fields from your own Pipedrive account, custom ones included, required ones first. A choice takes its label, a user their email, and a person, organisation or stage its id.

How does it avoid making duplicate people?

Use Create or update a person: it finds the person by the email you give, updates them if they are there, and adds them only when there is nobody. Create or update an organisation does the same by the organisation's exact name, and Create or update a record by a field whose values are unique, such as a product's Product code.

Templates with Pipedrive

SalesFree

Typeform lead to a Pipedrive deal

Each enquiry from your Typeform becomes a person and a deal in Pipedrive, and Slack hears about it.

Typeform → Pipedrive → Pipedrive → Slack BBy Bizomate

SalesFree

Won Pipedrive deal starts onboarding in Asana

When a deal is won, the onboarding task is waiting in Asana and the team is told.

Pipedrive → Asana → Slack BBy Bizomate