
When this happens...
New Deal
Updated Deal
New Note
New Activity
New Lead
New Organization
Updated Organization
New Person
Update Deal Stage
New Project
Update Person
Update Activity
Update Note
Updated Pipeline
Updated Product
Updated User

Automatically do this!
List All records
Delete a Record
Update Record
List a record by Record ID
Find Record or Create Record
Create a New Record
List Bases
List Tables
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new deal is created.
Triggers when an existing deal is updated.
Triggers when a new note is created.
Triggers when a new activity is created.
Triggers when a Lead is created.
Triggers when a new organization is created.
Action is the task that follows automatically within your Pipedrive integrations.
Create a new person.
Finds a user by name, email, or id.
Finds a deal by any field. Optionally, create a deal if none are found.
Finds a lead by title or field value. Optionally, create a lead if none are found.
Finds an existing person.
Creates a new deal.

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Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
To start, connect both your Pipedrive and Airtable accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipedrive triggers actions in Airtable (or vice versa).
Absolutely. You can customize how Pipedrive data is recorded in Airtable. This includes choosing which data fields go into which fields of Airtable, setting up custom formats, and filtering out unwanted information.
The data sync between Pipedrive and Airtable typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Pipedrive and Airtable. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAirtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.
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