When Contact is created in Agile CRM > Check condition > Create lead in Pipedrive
Agile CRM + Pipedrive Integration
Agile CRM + Pipedrive Integration
Integrate Agile CRM to Pipedrive in one click, or tell Integrately AI how you want each contact handled. Create deals, update your pipeline, log activities, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Agile CRM- Tag is added to contact in Agile CRM
- Deal is created in Agile CRM
- Deal milestone is changed in Agile CRM
- Task is created in Agile CRM
- Event is created in Agile CRM
- Case is created in Agile CRM
Project is created in Pipedrive Instant- Project is updated in Pipedrive Instant
- Project is deleted in Pipedrive Instant
- Activity is created in Pipedrive Instant
- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
2.
- Create contact in Agile CRM
- Update contact in Agile CRM
- Add score to contact in Agile CRM
- Add tag to contact in Agile CRM
- Create deal in Agile CRM
- Create task in Agile CRM
- Add note in Agile CRM
- Search contact in Agile CRM
- Search company in Agile CRM
- Create company in Agile CRM
- Subscribe to campaign in Agile CRM
- Add event in Agile CRM
- Create activity in Pipedrive
- Update activity in Pipedrive
- Get activity by id in Pipedrive
- Delete activity in Pipedrive
- Create deal in Pipedrive
- Update deal in Pipedrive
- Search deal in Pipedrive
- Get deal by id in Pipedrive
- Convert deal to lead in Pipedrive
- Get deal conversion status in Pipedrive
- Add product to deal in Pipedrive
- Get products of deal in Pipedrive
- Add participant to deal in Pipedrive
- Get Participants by Deal Id in Pipedrive
- Create lead in Pipedrive
- Convert lead to deal in Pipedrive
- Get lead conversion status in Pipedrive
- Search lead in Pipedrive
- Delete deal in Pipedrive
- Create organization in Pipedrive
- Update organization in Pipedrive
- Search organization in Pipedrive
- Get organization by id in Pipedrive
- Delete organization in Pipedrive
- Create person in Pipedrive
- Update person in Pipedrive
- Search person in Pipedrive
- Get person by id in Pipedrive
- Delete person in Pipedrive
- Create product in Pipedrive
- Update product in Pipedrive
- Search product in Pipedrive
- Get product by id in Pipedrive
- Get product variations in Pipedrive
- Delete product in Pipedrive
- Add follower in Pipedrive
- Create note in Pipedrive
- Update note in Pipedrive
- Search note in Pipedrive
- Attach file in Pipedrive
- Get user by id in Pipedrive
- Search user by email in Pipedrive
- Search user by name in Pipedrive
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Ready Workflows for Agile CRM + Pipedrive Integration
Capture leads, create deals, keep your pipeline updated, alert your sales reps, and trigger follow-ups, all in just one click.
Most popular automations
Create Pipedrive person for new Agile CRM contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Agile CRM - Pipedrive integration, anytime a new Agile CRM contact is created, an Pipedrive person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Agile CRM - Pipedrive integration, anytime a new Agile CRM contact is created, an Pipedrive person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Pipedrive note for new Agile CRM contact
Agile CRM + Pipedrive Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Agile CRM + Pipedrive flow
Bring in proposal tools, calendars, email platforms, messaging apps, spreadsheets, and meetings to expand your automation. Pick a combination and activate it in one click.
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PandaDoc (4)
PandaDoc (4) +
Calendly (4)
Calendly (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) +
Zoom (4)
Zoom (4) A
P
P
Create a PandaDoc document when a contact is created in Agile CRM, and update the deal in Pipedrive.
New Agile CRM contacts automatically generate proposals in PandaDoc and update Pipedrive deals without manual document creation.
P
P
A
When a deal is created in Pipedrive, create a document in PandaDoc and add a note in Agile CRM.
Trigger proposals directly from Pipedrive deals and log the activity back in Agile CRM.
A
P
P
Create a PandaDoc document when a deal milestone is changed in Agile CRM, and update the deal in Pipedrive.
Advance your sales documentation automatically as Agile CRM milestones progress and Pipedrive updates.
P
P
A
Use Claude to summarise proposal feedback in PandaDoc, update the Pipedrive deal, and add a tag in Agile CRM.
AI analyses PandaDoc feedback to update Pipedrive deals and tag Agile CRM contacts.
Supported triggers and actions for Agile CRM and Pipedrive
Mix and match to build the exact automation you need
Agile CRM Triggers & Actions
Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
Try it → Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → What can you automate with Agile CRM + Pipedrive?
Streamline your entire sales pipeline from lead creation to deal closure without manual data entry.
🔄
Sync Agile CRM contacts into Pipedrive deals automatically
Turn every contact created in Agile CRM into an active deal in Pipedrive instantly. Eliminate manual data entry and ensure your sales team never misses an opportunity.
📋
Capture every submitted field and custom attribute
Map all available contact fields and custom properties between Agile CRM and Pipedrive. Keep your customer profiles complete and accurate across both systems.
🔔
Alert your sales team the moment a deal opens
Notify reps on Slack or email as soon as Agile CRM triggers a new contact or Pipedrive creates a deal. Keep communication fast and aligned across departments.
🔀
Route deals based on specific submitted criteria
Evaluate deal values, tags, or custom fields to route records to the right sales rep or stage. Automate conditional logic without writing complex code.
📈
Keep pipeline stages updated in real time
When deal milestones change in Agile CRM, update corresponding deal stages in Pipedrive automatically. Maintain an accurate picture of your sales pipeline at all times.
🔍
Prevent duplicate records with smart search operations
Search existing contacts and companies before creating new records. Update existing entries intelligently instead of cluttering your CRM with duplicates.
💳
Handle later status changes and deal outcomes
Automatically update records when deals are won, lost, or milestone milestones shift. Keep historical reporting clean and reflective of actual outcomes.
🔗
Extend your workflow with supporting tools
Connect Agile CRM and Pipedrive with platforms like Google Sheets, Slack, or Calendly. Build robust multi-step automations that span your entire business stack.
And much more...
Who is Agile CRM + Pipedrive integration for?
Connecting Agile CRM and Pipedrive keeps your sales and customer data unified so teams never miss a follow-up or report on stale metrics.
Performance marketers
Sales reps
Client success managers
Support teams
Sales development reps
Revenue leaders
📈
Performance marketers
You're running marketing campaigns across multiple channels but your sales pipeline data only updates when someone manually exports contacts, so the conversion counts you're optimising against are always outdated — this integration means every new lead creates a deal instantly and your revenue data stays current.
⚡
Sales reps
You need to reach out to inbound prospects immediately, but contact details get trapped in marketing tools until someone manually copies them over, causing critical delays in your outreach — automating both apps means every contact and deal syncs instantly so you can engage leads while they are hot.
🤝
Client success managers
You answer to stakeholders who want real-time visibility into customer onboarding and deal stages, but manual updates leave gaps in your reporting history — connecting these apps means every pipeline milestone and contact update flows automatically into your management view.
🏢
Support teams
Inbound request volume is too high for anyone to keep up by hand, leading to missed tickets and unassigned customer inquiries across your platforms — this integration means every interaction triggers structured tasks and deals without manual sorting.
🔄
Sales development reps
You own the outreach stage and depend on marketing teams to hand over qualified leads, but manual handoffs cause friction and lost context — with this integration, lead creation in Agile CRM immediately provisions deals in Pipedrive for seamless handoff.
📊
Revenue leaders
You need a reliable history of every customer interaction to forecast quarterly growth, but fragmented tools leave missing pieces in your audit trail — automating these apps means every contact, deal, and stage update creates a dependable record.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Agile CRM + Pipedrive
Build and manage your Agile CRM + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Agile CRM + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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Frequently Asked Questions
How do I connect Agile CRM to Pipedrive?
You can connect Agile CRM to Pipedrive instantly using 1-click workflows on Integrately. Select a ready template or ask Integrately AI to build the automation and map the fields for your sales team.
Can I automatically create a Pipedrive deal when an Agile CRM contact is created?
Can I connect Agile CRM, Pipedrive, and Slack?
What is a good Zapier alternative for Agile CRM and Pipedrive?
How are contacts and custom fields handled between Agile CRM and Pipedrive?
Can I update deal stages in Pipedrive when Agile CRM milestones change?
Do I need coding skills to automate Agile CRM and Pipedrive?
Is the Agile CRM and Pipedrive integration free?
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