Connect Tess and Pipedrive
Integrate Tess with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Tess + Pipedrive flows
Start from a real workflow other teams are already running.
Search Agents Details in Tess when New Deal in Pipedrive
Use this flowExecute Agent with Tess when New Deal in Pipedrive
Use this flowSearch Agents Details in Tess when Updated Deal in Pipedrive
Use this flowExecute Agent with Tess when Updated Deal in Pipedrive
Use this flowSearch Agents Details in Tess when New Note Created in Pipedrive
Use this flowExecute Agent with Tess when New Note Created in Pipedrive
Use this flowSearch Agents Details in Tess when New Activity Created in Pipedrive
Use this flowExecute Agent with Tess when New Activity Created in Pipedrive
Use this flowSearch Agents Details in Tess when New Lead Created in Pipedrive
Use this flowExecute Agent with Tess when New Lead Created in Pipedrive
Use this flowSupported Triggers & Actions
Everything you can automate between Tess 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 Tess integrations.
Search Agents Details
Searches for agents and returns a list of matching agents with their key details.
Execute Agent
Runs the Tess assistant and returns the content it creates.
Create Person
Creates a new person (contact) with optional phone, email, owner, organization, labels, and visibility.
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.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Tess and Pipedrive workflows.
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About Tess
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Tess 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 Tess 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 Tess triggers actions in Pipedrive, and a separate workflow where Pipedrive triggers actions in Tess. 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 Tess and Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Tess 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.
