
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!
Create Company
Update Company
Delete Company
List All Companies
List All Attachments
List All Calender Events
List All TimeLine Activities
List All People
List All Opportunities
List All Tasks
List All Notes
List All Views
List All ViewFilters
List All MessageThreads
List All Messages
List All MessageChannels
List All MessageFolders
List All CalendarEventParticipants
List All ConnectedAccounts
Create Person
Update Person
Delete Person
Create Task
Update Task
Delete Task
Create Opportunity
Update Opportunity
Delete Opportunity
Create Note
Update Note
Delete Note
Create Blocklist
Update Blocklist
Delete Blocklist
Create Attachment
Update Attachment
Delete Attachments
Create Favorite
Update Favorite
Delete Favorite
Create Message
Update Message
Delete Messages
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 Twenty accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipedrive triggers actions in Twenty (or vice versa).
Absolutely. You can customize how Pipedrive data is recorded in Twenty. This includes choosing which data fields go into which fields of Twenty, setting up custom formats, and filtering out unwanted information.
The data sync between Pipedrive and Twenty 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 Twenty. 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 MoreTwenty is a platform designed to enhance social interactions and event planning, making it easier for users to connect with friends and organize gatherings. It offers tools for scheduling, managing invitations, and tracking RSVPs, all aimed at simplifying the process of bringing people together.
Learn More