Connect Slide and Pipedrive
Integrate Slide with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Person in Pipedrive when When a new contact is created in Slide
Find User in Pipedrive when When a new contact is created in Slide
Find Deal in Pipedrive when When a new contact is created in Slide
Find Lead in Pipedrive when When a new contact is created in Slide
Search Person in Pipedrive when When a new contact is created in Slide
Popular Slide + Pipedrive flows
Start from a real workflow other teams are already running.
Choose a trigger
Slide
When this happens...
When a new contact is created
When a new WhatsApp message is received
When an email is delivered
When a new order is created
When a voice call is completed
When a contact is updated
When a new Instagram message is received
When a form is submitted
When an order is fulfilled
When an SMS is received
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
Update a 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 When a new contact is created in Slide
Use this flowFind User in Pipedrive when When a new contact is created in Slide
Use this flowFind Deal in Pipedrive when When a new contact is created in Slide
Use this flowFind Lead in Pipedrive when When a new contact is created in Slide
Use this flowSearch Person in Pipedrive when When a new contact is created in Slide
Use this flowCreate Deal in Pipedrive when When a new contact is created in Slide
Use this flowCreate Lead in Pipedrive when When a new contact is created in Slide
Use this flowUpdate a Lead in Pipedrive when When a new contact is created in Slide
Use this flowCreate Activity in Pipedrive when When a new contact is created in Slide
Use this flowUpdate Activity in Pipedrive when When a new contact is created in Slide
Use this flowSupported Triggers & Actions
Everything you can automate between Slide and Pipedrive.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account.
When a new WhatsApp message is received
Runs the workflow automatically whenever a new WhatsApp message is received in the account.
When an email is delivered
Runs the workflow automatically whenever an email is confirmed as delivered to the recipient.
When a new order is created
Runs the workflow automatically when a new order is created in the connected Shopify store.
When a voice call is completed
Runs the workflow automatically whenever a voice call is completed.
When a contact is updated
Runs the workflow automatically whenever a contact is updated.
Do thisActions
Action is the task that follows automatically within your Slide integrations.
Send One-Time Password
Send a one-time password (OTP) to a phone number using a specified OTP widget configuration.
Send WhatsApp Template Message
Send an approved WhatsApp template message to a phone number, optionally filling template variables.
Send Email From Template
Send an email using a selected template to a recipient, with optional sender name/email, personalization variables, subject, and reply-to address.
Create Email Contact
Create a new email contact, optionally including first and last name.
List SMS Campaigns
Retrieve your SMS campaigns, optionally using pagination.
Create Person
Creates a new person (contact) with optional phone, email, owner, organization, labels, and visibility.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Slide and Pipedrive workflows.
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About Slide
Slide by Synquic is an omnichannel marketing and messaging automation platform. Automate Instagram DMs (including comment-to-DM and story replies), run WhatsApp Business API broadcasts and flows, build chatbots, send email campaigns and drips, and trigger AI voice calls—all from one dashboard. As a Meta Verified Tech Partner, Slide helps brands capture leads, engage customers, and drive conversions with analytics and ecommerce integrations like Shopify. Trusted by 40+ brands across India.
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Slide 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 Slide 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 Slide triggers actions in Pipedrive, and a separate workflow where Pipedrive triggers actions in Slide. 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 Slide and Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Slide 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.