Connect Instantly and Pipedrive
Integrate Instantly with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Person in Pipedrive when New Lead in Campaign in Instantly.ai
Find User in Pipedrive when New Lead in Campaign in Instantly.ai
Find Deal in Pipedrive when New Lead in Campaign in Instantly.ai
Find Lead in Pipedrive when New Lead in Campaign in Instantly.ai
Search Person in Pipedrive when New Lead in Campaign in Instantly.ai
Popular Instantly + Pipedrive flows
Start from a real workflow other teams are already running.
Choose a trigger
Instantly
When this happens...
New Lead in Campaign
New Email Received
New Email Sent
Lead Unsubscribed
Campaign Completed
Lead Marked as not interested
Lead Marked as interested
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 Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a 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
Create Person in Pipedrive when New Lead in Campaign in Instantly.ai
Use this flowFind User in Pipedrive when New Lead in Campaign in Instantly.ai
Use this flowFind Deal in Pipedrive when New Lead in Campaign in Instantly.ai
Use this flowFind Lead in Pipedrive when New Lead in Campaign in Instantly.ai
Use this flowSearch Person in Pipedrive when New Lead in Campaign in Instantly.ai
Use this flowCreate Deal in Pipedrive when New Lead in Campaign in Instantly.ai
Use this flowCreate Lead in Pipedrive when New Lead in Campaign in Instantly.ai
Use this flowUpdate a Lead in Pipedrive when New Lead in Campaign in Instantly.ai
Use this flowCreate Activity in Pipedrive when New Lead in Campaign in Instantly.ai
Use this flowUpdate Activity in Pipedrive when New Lead in Campaign in Instantly.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Instantly and Pipedrive.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Lead Marked as not interested
Triggered when a Lead is marked as not interested.
Do thisActions
Action is the task that follows automatically within your Instantly integrations.
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Add Lead to List
Add multiple leads to a list.
Add Lead to Campaign
Add multiple leads to a campaign.
Create Campaign
Create a campaign
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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From idea to automation.
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 Instantly and Pipedrive workflows.
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About Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn more
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 Instantly 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 Instantly 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 Instantly triggers actions in Pipedrive, and a separate workflow where Pipedrive triggers actions in Instantly. 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 Instantly and Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Instantly 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.
