Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere

Integration & Dashboard Templates

Save hours on creating Automations and Dashboards from scratch with 100s of professionally designed templates.
Easyflow connects simply and securely to your app account, so you can compile key website and app metrics on an easy-to-understand dashboard.
You can then view and share your dashboard wherever you and your team are working, via sharing links, a mobile browser, or on a big-screen TV.

Easyflow allows you to extract the key metrics you need with powerful filters

Triggers, Searches and Actions

Easyflow connects simply and security to your chosen app so you can unlock powerful capabilities by:

Webhook (Trigger)

Receive instant data.

Watch Deals (Trigger)

Triggers when a new deal is added or updated.

New Lead (Trigger)

Triggers when a new lead is created.

New Person (Trigger)

Triggers when a new person is created.

Get all deals (Search)

Returns a list of all existing deals.

Search deals (Search)

Searches all deals by title, notes and/or custom fields.

Get deals summary (Search)

Returns a summary of all the deals

Get deals timeline (Search)

Returns open and won deals, grouped by a defined interval of time set in a date-type dealField.

Get details of a deal (Search)

Returns the details of a specific deal.

List files attached to a deal (Search)

Lists all files associated with a deal.

List deal's updates (Search)

Lists updates about a deal.

List deal's followers (Search)

Lists the followers of a deal.

List deal's mail messages (Search)

Lists mail messages associated with a deal.

List deal's participants (Search)

Lists the participants associated with a deal.

List permitted users (Search)

Lists the users permitted to access a deal.

List deal's associated persons (Search)

Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.

List products attached to a deal (Search)

Lists all products attached to a deal.

Search from multiple item types (Search)

Performs a search from your choice of item types and fields.

Search using a specific field from an item type (Search)

Performs a search from the values of a specific field.

Get all leads (Search)

Returns a list of all existing leads.

Get one lead (Search)

Returns details of a specific lead.

Search leads (Search)

Searches all leads by title, notes and/or custom fields.

Get all persons (Search)

Returns all persons.

Search persons (Search)

Searches all persons by name, email, phone, notes and/or custom fields.

Get details of a person (Search)

Returns the details of a specific person

List person's activities (Search)

Lists activities associated with a person

List person's deals (Search)

Lists activities associated with a person

List files attached to a person (Search)

Lists all files associated with a person.

List person's updates (Search)

Lists updates about a person.

List person's followers (Search)

Lists the followers of a person

List person's mail messages (Search)

Lists mail messages associated with a person.

List permitted users (Search)

List users permitted to access a person.

List person's products (Search)

Lists products associated with a person.

Add a deal (Action)

Adds a new deal.

Duplicate deal (Action)

Duplicates a deal.

Add a follower to a deal (Action)

Adds a follower to a deal.

Add a participant to a deal (Action)

Adds a participant to a deal.

Add a product to the deal (Action)

Adds a product to the deal

Update a deal (Action)

Updates the properties of a deal

Merge two deals (Action)

Merges a deal with another deal.

Update deal's product attachment details (Action)

Updates details of product already attached to a deal.

Add a lead (Action)

Creates a lead.

Update a lead (Action)

Updates one or more properties of a lead.

Add a person (Action)

Adds a new person.

Add a follower to a person (Action)

Adds a follower to a person.

Update a person (Action)

Updates the properties of a person.

Merge two persons (Action)

Merges a person with another person

Delete multiple deals in bulk (Action)

Marks multiple deals as deleted.

Delete a deal (Action)

Marks a deal as deleted.

Delete a follower from a deal (Action)

Deletes a follower from a deal.

Delete a participant from a deal (Action)

Deletes a participant from a deal

Delete an attached product from a deal (Action)

Deletes a product attachment from a deal, using the product_attachment_id.

Delete a lead (Action)

Deletes a specific lead.

Delete multiple persons in bulk (Action)

Marks multiple persons as deleted.

Delete a person (Action)

Marks a person as deleted.

Delete a follower from a person (Action)

Deletes a follower from a person.

Delete person picture (Action)

Deletes a picture of a person.

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1000+ Apps and Services

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Start automating common business processes immediately with tons of prebuilt templates.
You can use them as they are or customize them to suit your needs

Supported
Triggers, Searches, Filters, and Actions

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Available Datasets

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Frequently Asked Questions

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1. Choose your apps

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2. Connect

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3. Let it start!

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