Connect Salesmate and Pipedrive
Integrate Salesmate with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Salesmate + Pipedrive flows
Start from a real workflow other teams are already running.
Choose a trigger
Salesmate
When this happens...
- Request a new Trigger for Salesmate
Choose an action
Pipedrive
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Add Note in Salesmate when New Deal in Pipedrive
Use this flowCreate Activity in Salesmate when New Deal in Pipedrive
Use this flowCreate Company in Salesmate when New Deal in Pipedrive
Use this flowSearch User in Salesmate when New Deal in Pipedrive
Use this flowCreate Contact in Salesmate when New Deal in Pipedrive
Use this flowCreate Deal in Salesmate when New Deal in Pipedrive
Use this flowUpdate Activity in Salesmate when New Deal in Pipedrive
Use this flowUpdate Company in Salesmate when New Deal in Pipedrive
Use this flowUpdate Contact in Salesmate when New Deal in Pipedrive
Use this flowUpdate Deal in Salesmate when New Deal in Pipedrive
Use this flowSupported Triggers & Actions
Everything you can automate between Salesmate and Pipedrive.
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 Salesmate integrations.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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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From idea to automation.
AI will build it for you
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Salesmate and Pipedrive workflows.
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About Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn more
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Salesmate and Pipedrive 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 Salesmate and Pipedrive 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 Pipedrive. No coding required.
Yes. You can set up a workflow where Salesmate triggers actions in Pipedrive, and a separate workflow where Pipedrive triggers actions in Salesmate. 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 Salesmate and Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Salesmate and Pipedrive integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
