Connect Pipedrive and Zeffy
Integrate Pipedrive with Zeffy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Pipedrive + Zeffy 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
Zeffy
Automatically do this!
Find Payments
Get Payment
List Contacts
Find Contact
List Campaigns
Find Campaign
Create Contact
Create or Update Contact
Update Contact
Delete Contact
Find Payments in Zeffy when New Deal in Pipedrive
Use this flowGet Payment from Zeffy when New Deal in Pipedrive
Use this flowList Contacts from Zeffy when New Deal in Pipedrive
Use this flowFind Contact in Zeffy when New Deal in Pipedrive
Use this flowList Campaigns from Zeffy when New Deal in Pipedrive
Use this flowFind Campaign in Zeffy when New Deal in Pipedrive
Use this flowCreate Contact in Zeffy when New Deal in Pipedrive
Use this flowCreate or Update Contact in Zeffy when New Deal in Pipedrive
Use this flowUpdate Contact in Zeffy when New Deal in Pipedrive
Use this flowDelete Contact from Zeffy when New Deal in Pipedrive
Use this flowSupported Triggers & Actions
Everything you can automate between Pipedrive and Zeffy.
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
Create a person and set owner, organization, emails, phones, visibility, labels, address, IMs, notes, and custom fields.
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
Revert Create Deal action to the previous configuration by restoring the is_deleted input field, restoring the Is Deleted option in additional_options, and restoring the payload logic that sends is_deleted in perform.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Pipedrive and Zeffy 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 Zeffy
Zeffy is a 100% free, all-in-one fundraising platform and donor CRM for nonprofits in the United States, Canada, United Kingdom, Ireland, and Australia. It lets organizations collect donations, sell event tickets, run raffles and auctions, manage memberships and online stores, launch peer-to-peer campaigns, and process in-person payments—without platform or transaction fees. Zeffy is funded by optional donor tips, supports major payment methods (cards, Apple Pay, Google Pay, ACH), and includes built-in donor management and email tools with no contact limit at any list size, helping nonprofits raise more while keeping every dollar.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pipedrive and Zeffy 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 Zeffy 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 Zeffy. No coding required.
Yes. You can set up a workflow where Pipedrive triggers actions in Zeffy, and a separate workflow where Zeffy 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 Zeffy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pipedrive and Zeffy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
