Connect Agiled and Pipedrive
Integrate Agiled with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Agiled + Pipedrive flows
Start from a real workflow other teams are already running.
Choose a trigger
Agiled
When this happens...
New contact created
Deal Status Changed
New Deal Created
New Employee Created
Updated Document
New Document Created
New Account Created
Leave Approved
Leave Rejected
New Expense Created
New Form Submission
New Project Created
New Ticket Created
Invoice Paid
New Task Created
Updated Task Status
New Appointment Created
Updated Deal
Updated Employee
Updated Expense
Updated Invoice
Updated Project
Updated Ticket
New Estimate Created
New File Created
New Invoice Created
New Time Entry Created
Leave Cancelled
New Leave Request
New Payment Received
Updated Appointment
Updated Account
Updated Contact
Updated Estimate
Updated File
Updated Payment
Updated Task
Updated Time Entry
New Folder Created
Updated Folder
Choose an action
Pipedrive
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Activities
List Activity Fields
List Deal Fields
List Filters
List Leads
List Lead Sources
List Notes
List Note Fields
List Organization Fields
List Person Fields
List Pipelines
List Products
List Product Fields
List Projects
List Project Boards
List Project Templates
List Roles
List Stages
List Tasks
List Users
Archive Project
Add Note Comment
Update note comment
Update a Note
Add Follower to Organization
Add Follower to Person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Get Project
Get User
Create Person in Pipedrive when New contact created in Agiled
Use this flowFind User in Pipedrive when New contact created in Agiled
Use this flowFind Deal in Pipedrive when New contact created in Agiled
Use this flowFind Lead in Pipedrive when New contact created in Agiled
Use this flowSearch Person in Pipedrive when New contact created in Agiled
Use this flowCreate Deal in Pipedrive when New contact created in Agiled
Use this flowCreate Lead in Pipedrive when New contact created in Agiled
Use this flowUpdate a Lead in Pipedrive when New contact created in Agiled
Use this flowCreate Activity in Pipedrive when New contact created in Agiled
Use this flowUpdate Activity in Pipedrive when New contact created in Agiled
Use this flowSupported Triggers & Actions
Everything you can automate between Agiled and Pipedrive.
When this happensTriggers
A trigger is an event that starts a workflow.
New contact created
Runs when new contact is created.
Deal Status Changed
Runs when deal status is updated.
New Deal Created
Runs when new deal is created. Sends payload to a configured webhook URL.
New Employee Created
Runs when new employee is created; add an optional webhook description.
Updated Document
Runs when a document is updated in a chosen workspace or document type.
New Document Created
Runs when new document is created in a selected workspace or folder.
Do thisActions
Action is the task that follows automatically within your Agiled integrations.
Create Product
Create a product or service with name, price, currency, description, and optional advanced settings.
Create Project
Create a project with name, dates (exact or days), owner, budget, status, and visibility.
Create Contact
Create a contact and set first name, last name, email, phone, role, and assigned user.
Create Expense
create a expense in agiled.app
Create Task
Create a task with title, project, assignee, due/start dates, priority, estimated hours, parent task, or milestone.
Create Invoice
Create an invoice for a chosen account; optionally set contact, dates, project, number, currency, notes, terms, and status.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Agiled and Pipedrive workflows.
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About Agiled
Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.
Learn moreSimilar apps
About Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agiled and Pipedrive accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Agiled and Pipedrive as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pipedrive. No coding required.
Yes. You can set up a workflow where Agiled triggers actions in Pipedrive, and a separate workflow where Pipedrive triggers actions in Agiled. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Agiled and Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agiled and Pipedrive integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
