STEP 1
Select Pipedrive in workflow
Pick Pipedrive app in the workflow builder [4] - just one click to select the app.
Pipedrive Integration
Sales CRM focused on pipeline visibility and deal tracking. Connect Pipedrive to AI driven workflows so CRM updates and follow ups happen automatically. Start from Watch Activities and let Find Goals or Find Users by Name handle the next step.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Pipedrive integration
Triggers can detect changes in Pipedrive and run actions that can create, search or modify data inside Pipedrive automatically [3] — exactly how you set them.
- Watch ActivitiesWatches for activities.
- Watch Archived DealsWatches for archived deals.
- Watch Deal InstallmentsWatches for deal installments.
- Watch Deal ProductsWatches for deal products.
- Watch DealsWatches for deals.
- Watch PersonsWatches for persons.
- Watch ProductsWatches for products.
- Watch ProjectsWatches for projects.
- Watch TasksWatches for tasks.
- Find GoalsReturns a single goals.
- Find Users by NameFinds users by name.
- Get All ActivitiesRetrieves all activities.
- Get All Add-Ons for a Single CompanyRetrieves all add-ons for a single company.
- Get All Archived LeadsRetrieves all archived leads.
- Get All Call Logs Assigned to a Particular UserRetrieves all call logs assigned to a particular user.
- Get All Comments for a NoteRetrieves all comments for a note.
- Get All FilesRetrieves all files.
- Get All LeadsRetrieves all leads.
- Get All Mail Messages of Mail ThreadRetrieves all mail messages of mail thread.
- Get All NotesRetrieves all notes.
How to integrate Pipedrive in automation workflow?
3 simple steps to make your Pipedrive connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Pipedrive
When prompted, authorize access to Pipedrive in WEXTL once. Pipedrive credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Pipedrive account. Approve?
STEP 3
Build a workflow
Build your workflow with Pipedrive yourself or with WEXTL® AI Builder. Connect Pipedrive to any available integrations [5], or use HTTP node to go beyond them.
Pipedrive
How Pipedrive connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Pipedrive app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Pipedrive supports.
The following table illustrates what fields Pipedrive integration require during authorization flow inside our workflow builder [4].
Connect Pipedrive
Client ID*Text
••••••••
Client Secret*Text
••••••••
Demonstration of Pipedrive connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | The Client ID of your OAuth app, found in the Developer Hub under your app's OAuth & access scopes settings. |
Client SecretRequired | password | The Client Secret of your OAuth app, found in the Developer Hub under your app's OAuth & access scopes settings. |
Connect Pipedrive to popular apps on WEXTL
Enter a name of the other app you want to sync with Pipedrive below. Click on selected app to explore integration options with Pipedrive. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Pipedrive integration
Select Watch Deal Products trigger from Pipedrive - this will be a starting point in your automation. Whenever event happens in Pipedrive, workflow will start [7] from Watch Deal Products node.
Search for Add a Follower to a Deal, connect it as the next step of integration sequence. You can use filters between Watch Deal Products and Add a Follower to a Deal, so only important data pass from Watch Deal Products to the next step. WEXTL gives you full control over the process of Pipedrive automation. All parts of workflow are visible on the canvas [4].
Pipedrive on WEXTL has 181 modules for combining crm automations. Explore Pipedrive documentation for more.
Video slide demonstrates how Watch Deal Products and Add a Follower to a Deal [6] nodes are used in Pipedrive workflow.
Frequently asked questions
Common questions about automating Pipedrive in your workflows.
Pipedrive has 9 triggers, including "Watch Activities", "Watch Archived Deals", and "Watch Deal Installments", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 172 actions, including "Find Goals", "Find Users by Name", and "Get All Activities", and more. Refer to our Pipedrive Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Pipedrive integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Pipedrive official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Pipedrive provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Pipedrive or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Pipedrive inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Pipedrive modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Pipedrive integration.
- Pipedrive integration source code, module specs and credentials implementation.
- Internal Pipedrive integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Pipedrive vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Pipedrive App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation