Connect Pipedrive and Agiled
Integrate Pipedrive with Agiled to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Task Categories in Agiled when New Deal in Pipedrive
List Task Categories in Agiled when Updated Deal in Pipedrive
List Task Categories in Agiled when New Note Created in Pipedrive
List Task Categories in Agiled when New Activity Created in Pipedrive
List Task Categories in Agiled when New Lead Created in Pipedrive
Popular Pipedrive + Agiled flows
Start from a real workflow other teams are already running.
Choose a trigger
Pipedrive
When this happens...
New Deal
Updated Deal
New Note Created
New Activity Created
New Lead Created
New Organization Created
Updated Organization
New Person Created
Update Deal Stage
New Project Created
Update Person
Update Activity
Update Note
Updated Pipeline
Updated Product
Updated User
Choose an action
Agiled
Automatically do this!
Add Product
Add Project
Create Contact
Create Expense
Create a Task
Add Invoice
Update product
Update Project
Create Estimate
Update Contact
Update Expense
Update Task
Update Account
Add Account
Delete Contact
Delete Task
Delete Invoice
Delete Estimate
Delete Project
Delete Product
Fine a Project
Find a Invoice
Find a Task
Find a product
Find a Account
Delete Account
Delete Expense
List Users
List Taxes
List Projects
List Tasks
List Tickets
List Employees
List Contacts
List Accounts
List Deals
List CRM Pipeline Stages
List CRM Pipelines
List CRMSources
List CRMStages
List CRMStatuses
List Documents
List Folders
List Forms
List Payments
List Payment Gateways Credentials
List Project Categories
List SalesAgents
List Task Categories
List Ticket Agents
List Ticket Channels
Ticket Types
List Task Categories in Agiled when New Deal in Pipedrive
Use this flowList Task Categories in Agiled when Updated Deal in Pipedrive
Use this flowList Task Categories in Agiled when New Note Created in Pipedrive
Use this flowList Task Categories in Agiled when New Activity Created in Pipedrive
Use this flowList Task Categories in Agiled when New Lead Created in Pipedrive
Use this flowList Task Categories in Agiled when New Organization Created in Pipedrive
Use this flowList Task Categories in Agiled when Updated Organization in Pipedrive
Use this flowList Task Categories in Agiled when New Person Created in Pipedrive
Use this flowList Task Categories in Agiled when Update Deal Stage in Pipedrive
Use this flowList Task Categories in Agiled when New Project Created in Pipedrive
Use this flowSupported Triggers & Actions
Everything you can automate between Pipedrive and Agiled.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal
Triggers when a new deal is created.
Updated Deal
Triggers when an existing deal is updated.
New Note Created
Runs when a new note is created in Pipedrive.
New Activity Created
Runs when a new activity is created in Pipedrive.
New Lead Created
Runs when a new lead is created in Pipedrive.
New Organization Created
Runs when a new organization is created.
Do thisActions
Action is the task that follows automatically within your Pipedrive integrations.
Create Person
Creates a new person (contact) with optional phone, email, owner, organization, labels, and visibility.
Find User
Finds a user by name, email, or id.
Find Deal
Finds a deal by any field and optionally creates one if none is found.
Find Lead
Finds a lead by title or field value. Optionally, create a lead if none are found.
Search Person
Finds a person in your Pipedrive account by name or selected fields.
Create Deal
Creates a new deal in Pipedrive with title, owner, pipeline or stage, value, currency, and optional details like status, probability, dates, labels, and related person or organization.
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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Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Pipedrive and Agiled workflows.
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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
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pipedrive and Agiled 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 Pipedrive and Agiled 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 Agiled. No coding required.
Yes. You can set up a workflow where Pipedrive triggers actions in Agiled, and a separate workflow where Agiled triggers actions in Pipedrive. 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 Pipedrive and Agiled. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pipedrive and Agiled integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
