Connect Smith.ai and Pipedrive CRM integrations
Connect Smith.ai and Pipedrive CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Smith.ai and Pipedrive CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new call summary is created.
Add follower to an object of selected type (deals, organizations, persons).
Adds a new installment subscription.
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a lead.
Creates a new lead label.
Creates an activity.
Creates an organization.
Creates a note.
Creates a person.
Creates a product.
Deletes a deal.
Deletes a deal field by its ID.
Delete a follower from a deal.
Deletes a lead.
Deletes lead label by its ID.
Marks mail thread as deleted.
Deletes an activity.
Deletes a product attachment from a deal.
Deletes an organization.
Deletes a note.
Deletes a person.
Deletes a product.
Marks an installment or a recurring subscription as deleted.
Downloads a file.
Returns details of a specific deal.
Gets a Deal field.
Gets filter by its ID.
Gets a lead.
Returns specific mail thread.
Returns data about specific mail message.
Returns details of a specific activity.
Returns details of an organization.
Returns details about a specific note.
Returns details of a person.
Returns data about a specific product.
Returns details of an installment or a recurring subscription.
Returns data about a specific user within the company.
Gets deals summary.
Performs an arbitrary authorized API call.
Updates a deal.
Updates Deal field by its ID.
Updates a lead.
Updates lead label by its ID.
Updates the properties of a mail thread.
Updates an activity.
Updates an installment subscription.
Updates an organization.
Updates an organization field value.
Updates a note.
Updates a person.
Updates a product.
Updates a recurring subscription.
Updates product attachment details of the deal-product (a product already attached to a deal).
Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.
Returns details of an installment or a recurring subscription by the deal ID.
Searches for activities.
Lists activities associated with a deal.
Lists all fields in Deals.
Searches for deals.
Lists deals associated with a person.
Returns data about deals that have a product attached to them.
Lists deals associated with an organization.
Lists deals in a specific pipeline across all its stages.
Lists deals in a specific stage.
Lists files associated with a deal.
Lists all filters.
List followers of an object of selected type (deals, organizations, persons, products, users).
Lists Lead labels.
Retrieves all your leads.
Returns mail threads in specified folder ordered by most recent message within.
Get mail messages inside specified mail thread.
Searches for notes.
Searches for organizations.
Lists the participants associated with a deal.
Returns all payments of an installment or recurring subscription.
Searches for persons.
Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.
Returns data about all pipelines.
Searches for products.
Lists products attached to a deal.
Returns data about all stages.
Retrieves your deals filtered by criteria.
Performs a search from multiple item types.
Retrieves your leads filtered by criteria.
Retrieves your organizations filtered by criteria.
Retrieves your persons filtered by criteria.
Retrieves your products filtered by criteria.
Returns data about all users or searches by name or email.
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Build your Smith.ai and Pipedrive CRM integrations.
Create custom Smith.ai and Pipedrive CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Adds a contact to an outreach campaign. The contact will be called using the Outreach Campaign campaign cadence.
Adds a contact to the virtual receptionist outbound call queue.
Cancels a recurring subscription.
Creates a deal.
Connect any app with Smith.ai and Pipedrive CRM
Popular Smith.ai and Pipedrive CRM workflows.
Looking to get more out of Smith.ai and Pipedrive CRM? With Make you can visually integrate Smith.ai and Pipedrive CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Update Pipedrive deals based on a scheduled delay after listing all deals
Automatically update Pipedrive deals after listing them and applying a scheduled delay, optimizing your sales process with Pipedrive and Make.
TRY IT ->Update Pipedrive deals using data from a custom webhook
Automatically update your Pipedrive deals with real-time data from a custom webhook. Streamline your sales process by keeping deals current and accurate.
TRY IT ->Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission
Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal. Check out a more advanced version of this template: [Send Facebook leads to Pipedrive CRM and prevent lead duplication](https://www.make.com/en/templates/12015-send-facebook-leads-to-pipedrive-crm-and-prevent-lead-duplicates)
TRY IT ->Create new Pipedrive contacts from Elementor form submissions
Automatically create new Pipedrive contacts from Elementor form submissions. Connect Elementor and Pipedrive to streamline your contact management process.
TRY IT ->Watch Pipedrive deals and update Google Sheets rows accordingly
Automatically track Pipedrive deals and update corresponding Google Sheets rows. Streamline sales data management by syncing deal changes with your spreadsheets.
TRY IT ->Get Traffic Stats for Pipedrive leads with DataForSEO
Boost your Pipedrive lead management with DataForSEO Search Traffic Stats. Get accurate search traffic data to prioritize efforts and improve sales outcomes. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1uz_FNIMYHuMbsFVJm3GvN6u-PUaA2MOxMxuhptqWEDs/edit?usp=sharing).
TRY IT ->List deals from Pipedrive and add them to Google Sheets
Automatically list deals from Pipedrive and add them to Google Sheets for streamlined tracking and management of sales opportunities.
TRY IT ->Search for and update activities in Pipedrive automatically
Automatically search and update activities in Pipedrive. Streamline your workflow by keeping your Pipedrive activities up-to-date with this automation.
TRY IT ->Update Pipedrive person details and retrieve person information
Automatically update Pipedrive person details and retrieve information. Streamline your CRM management with Pipedrive's Get Persons and Update Person modules.
TRY IT ->
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