
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

Automatically do this!
Get Call Records
Initiate Call
Create Contact List
Delete a contact list
Assign Contacts
Unassign Contacts
Retrieve Contact Lists
Retrieve a user
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.
Runs when a new note is created in Pipedrive.
Runs when a new activity is created in Pipedrive.
Runs when a new lead is created in Pipedrive.
Runs when a new organization is created.
Action is the task that follows automatically within your Pipedrive integrations.
Creates a new person (contact) with optional phone, email, owner, organization, labels, and visibility.
Finds a user by name, email, or id.
Finds a deal by any field and optionally creates one if none is found.
Finds a lead by title or field value. Optionally, create a lead if none are found.
Finds a person in your Pipedrive account by name or selected fields.
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.

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To start, connect both your Pipedrive and FreJun accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipedrive triggers actions in FreJun (or vice versa).
Absolutely. You can customize how Pipedrive data is recorded in FreJun. This includes choosing which data fields go into which fields of FreJun, setting up custom formats, and filtering out unwanted information.
The data sync between Pipedrive and FreJun 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 FreJun. 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 MoreFreJun is an excellent platform for calling & maintaining records of calls. The product is user friendly with great analytics on reports which makes calling more productive. My most liked feature is its integration with several other platforms, virtual business number & WhatsApp option.
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