Connect Peanutsquare and Pipedrive
Integrate Peanutsquare with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Lead in Pipedrive when When a new lead is created in Peanutsquare
Create Lead in Pipedrive when When a new lead is created in Peanutsquare
Update a Lead in Pipedrive when When a new lead is created in Peanutsquare
Create Activity in Pipedrive when When a new lead is created in Peanutsquare
Update Activity in Pipedrive when When a new lead is created in Peanutsquare
Popular Peanutsquare + Pipedrive flows
Start from a real workflow other teams are already running.
Choose a trigger
Peanutsquare
When this happens...
When a new lead is created
New Contact Created
When an order is created or confirmed
When a new product is created
When a new payment is received
When a tag is added to a contact
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
Find Lead in Pipedrive when When a new lead is created in Peanutsquare
Use this flowCreate Lead in Pipedrive when When a new lead is created in Peanutsquare
Use this flowUpdate a Lead in Pipedrive when When a new lead is created in Peanutsquare
Use this flowCreate Activity in Pipedrive when When a new lead is created in Peanutsquare
Use this flowUpdate Activity in Pipedrive when When a new lead is created in Peanutsquare
Use this flowCreate Note in Pipedrive when When a new lead is created in Peanutsquare
Use this flowAdd Product to Deal in Pipedrive when When a new lead is created in Peanutsquare
Use this flowAdd Follower to Pipedrive when When a new lead is created in Peanutsquare
Use this flowAdd Label to Person in Pipedrive when When a new lead is created in Peanutsquare
Use this flowCreate Organization in Pipedrive when When a new lead is created in Peanutsquare
Use this flowSupported Triggers & Actions
Everything you can automate between Peanutsquare and Pipedrive.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
New Contact Created
Polls Peanutsquare (Odoo) for new contacts created within the last scheduled interval.
When an order is created or confirmed
Runs the workflow automatically whenever an order is created or whenever an existing order is confirmed.
When a new product is created
Runs the workflow automatically when a new product is added in the account.
When a new payment is received
Runs the workflow automatically whenever a new incoming payment is recorded in the account.
When a tag is added to a contact
Runs the workflow automatically whenever a tag is added to a contact — whether the contact is newly created with that tag or an existing contact receives a new tag. The workflow runs once for each tag assignment.
Do thisActions
Action is the task that follows automatically within your Peanutsquare integrations.
Create CRM Lead
Create a new CRM lead with contact details, assignment, source and tags, address, and notes.
Update Lead
Update an existing lead's information in the CRM.
List Contacts
Retrieve contacts (res.partner) from Odoo and return basic fields (id, name, email, phone, mobile, street, city). Supports an optional result limit.
List Salespeople
List salespeople in your Odoo instance.
List Sales Teams
List sales teams from your Odoo CRM.
List Lead Sources
Retrieve UTM source records (utm.source) from your Odoo instance.
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 Peanutsquare and Pipedrive workflows.
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About Peanutsquare
Peanut Square is an Odoo-focused ERP and software services company that helps businesses automate operations and scale. Based in Ahmedabad and serving clients worldwide, they provide end-to-end Odoo consulting, implementation, customization, development, migration, and support—alongside web, mobile, and SaaS development. Their solutions cover CRM, sales, inventory, accounting, manufacturing, HR/payroll, and eCommerce, integrating third-party tools for secure, scalable digital transformation.
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Peanutsquare 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 Peanutsquare 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 Peanutsquare triggers actions in Pipedrive, and a separate workflow where Pipedrive triggers actions in Peanutsquare. 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 Peanutsquare and Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Peanutsquare 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.
