EngageBay CRM + Pipedrive Integration
Integrate EngageBay CRM to Pipedrive in one click, or tell Integrately AI how you want each contact handled. Create deals, log activities, update organizations, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in EngageBay CRM- Contact is updated in EngageBay CRM
- Owner is created in EngageBay CRM
- Deal is created in EngageBay CRM
- Deal is updated in EngageBay CRM
- Form is submitted in EngageBay CRM
- List is created in EngageBay CRM
- Company is created in EngageBay CRM
- Company is updated in EngageBay 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 a contact in EngageBay CRM
- Update contact in EngageBay CRM
- Search contact by email in EngageBay CRM
- Add tag to a contact in EngageBay CRM
- Remove tag from contact in EngageBay CRM
- Search contact in EngageBay CRM
- Add contact to a form in EngageBay CRM
- Create a company in EngageBay CRM
- Search company in EngageBay 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
Trusted by experts at...
Ready Workflows for EngageBay CRM + Pipedrive Integration
Capture contacts, organise deals, keep organisations updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
When Person is created in Pipedrive > Check condition > Create a contact in EngageBay CRM
Pipedrive + EngageBay CRM Integration
Create EngageBay CRM contact for new Pipedrive person
There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Thus, integration of your new EngageBay CRM contact and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreThus, integration of your new EngageBay CRM contact and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Update EngageBay CRM contact from new Pipedrive person
Pipedrive + EngageBay CRM Integration
Add tag to a contact in EngageBay CRM for new Pipedrive person
Pipedrive + EngageBay CRM Integration
Create Pipedrive person for new EngageBay CRM contact
There are many reasons why someone might choose to use two different marketing tools. One common reason being - able to reach a wider audience. For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Thus, integration of your new Pipedrive person and EngageBay CRM contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreThus, integration of your new Pipedrive person and EngageBay CRM contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your EngageBay CRM + Pipedrive flow
Send contact data to your messaging apps, email tools, and calendars to keep workflows moving. Pick a combination and activate it in one click.
+
Gmail (3)
Gmail (3) +
Mailchimp (3)
Mailchimp (3) +
HubSpot (3)
HubSpot (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) E
P
G
Add every new EngageBay CRM contact to Pipedrive, and send a welcome email in Gmail.
New EngageBay CRM contacts appear in Pipedrive immediately and Gmail sends a welcome email, so your sales process starts without manual delays.
P
E
G
When a Pipedrive deal stage updates, update the contact in EngageBay CRM and send a status update in Gmail.
Updated Pipedrive deals sync back to EngageBay CRM and Gmail notifies your client, keeping all records and communications aligned.
E
P
G
Use Gemini to summarise new EngageBay CRM contacts, create a deal in Pipedrive, and send the brief via Gmail.
Gemini analyses new EngageBay CRM contacts before Pipedrive deals are created and Gmail delivers the summary, streamlining lead review.
Supported triggers and actions for EngageBay CRM and Pipedrive
Mix and match to build the exact automation you need
EngageBay CRM Triggers & Actions
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 EngageBay CRM + Pipedrive?
Streamline your entire sales and marketing workflow with automated data syncs and instant record updates.
🔄
Sync contacts into sales deals automatically
Turn every new EngageBay CRM contact into a Pipedrive deal the moment it is created, removing manual data transfer between your marketing and sales tools.
📋
Capture every submitted field and detail
Map complete contact properties, custom questions, and company information from EngageBay CRM straight into Pipedrive fields without losing context.
🔔
Alert your sales team instantly
Notify your reps in Slack or via email the second a high-value deal is created or updated in Pipedrive from EngageBay CRM data.
🔀
Route deals based on submitted criteria
Send enterprise leads to specialized Pipedrive pipelines while routing standard inquiries to your general sales reps automatically.
📝
Keep deal records updated as stages change
Reflect stage modifications, activity notes, and contact updates across EngageBay CRM and Pipedrive in real time without duplicate work.
🔍
Search and update instead of creating duplicates
Check if an organization or contact already exists in Pipedrive before creating a record, keeping your CRM database clean and organized.
💼
Handle later status changes and deal outcomes
Update contact tags in EngageBay CRM whenever a Pipedrive deal is marked as won, lost, or moves to a new pipeline stage.
⚡
Extend your workflow with external apps
Connect your EngageBay CRM and Pipedrive automation to Slack, Gmail, or Mailchimp to trigger multi-step cross-functional workflows.
And much more...
Who is EngageBay CRM + Pipedrive integration for?
Connecting EngageBay CRM and Pipedrive eliminates manual data entry, keeping sales pipelines synchronized and deal records accurate for growing teams.
Sales operations managers
Account executives
Sales directors
Growth marketers
Business development reps
CRM administrators
📈
Sales operations managers
You manage pipeline metrics across platforms but your deal reports only update when someone manually exports contacts, so the stage counts you're reviewing are always outdated — this integration means every new contact and deal syncs instantly and your pipeline data stays current.
⚡
Account executives
You need to act fast when prospects engage, but you find out about new inquiries hours too late because contact details sit trapped in marketing tools — automating both apps means every lead lands in your sales CRM immediately so you can reach out first.
📊
Sales directors
You answer to leadership and need accurate forecasting data, but gaps between your marketing software and sales CRM leave your revenue reports incomplete — connecting these apps means every deal stage transition is recorded instantly and your dashboard reflects reality.
🚀
Growth marketers
The volume of inbound leads is too high for anyone to keep up by hand, leading to missed follow-ups and lost revenue opportunities — automating these apps means every form submission instantly becomes a tracked deal without manual copy-pasting.
🤝
Business development reps
You own the outbound follow-up and depend on marketing teams to hand over qualified contacts, but leads slip through the cracks during manual transfers — with this integration, every new contact flows straight into your pipeline ready for outreach.
📁
CRM administrators
You need a reliable customer history across all systems, but manual entry errors keep creating duplicate records and missing fields in your database — integrating these apps means data flows cleanly between platforms without human error.
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 EngageBay CRM + Pipedrive
Build and manage your EngageBay CRM + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect EngageBay 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?
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect EngageBay CRM to Pipedrive?
You can connect EngageBay CRM to Pipedrive instantly using 1-click workflows on Integrately. Choose from ready-made templates or ask Integrately AI to build your automation with apps like Gmail, Slack, and HubSpot.
Can I automatically create Pipedrive deals when a new EngageBay CRM contact is added?
Can I connect EngageBay CRM, Pipedrive, and Slack?
What is a good Zapier alternative for EngageBay CRM and Pipedrive?
How are contacts updated between EngageBay CRM and Pipedrive?
Can I sync deal stage changes between Pipedrive and EngageBay CRM?
Do I need coding skills to automate EngageBay CRM and Pipedrive?
Is the EngageBay CRM and Pipedrive integration free?
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