Pipedrive

Overview

Pipedrive CRM enables businesses to plan their sales activities and monitor deals. It works as an account-management tool with the ability to assist with marketing and the entire sales process.

Pipedrive Trigger

Overview

Pipedrive trigger allows to react on different action and changes, that was done for your CRM account.

Example of Usage

This quick‑start guide walks you through building a Tray.io workflow that listens for Activity Created events in Pipedrive and receives the full payload in real time.

Prerequisites

• A Tray.io account with workspace access.
• A Pipedrive account and API access (admin rights recommended).

1. Add the Pipedrive Trigger and Authenticate

• Click New workflow and choose **From scratch. **
• On step of choosing trigger type choose Pipedrive trigger
• Open the Authentication tab.
• Choose an existing Pipedrive auth or click Create new authentication and follow the OAuth flow.

2. Define the Trigger Inputs

• Switch to the Inputs tab.
• Set Event action to Create.
• Set Event object to Activity.

3. Enable the Trigger

• Click the green Enable workflow button in the bottom‑middle.
• The banner will change from Saved, not enabled → Saved & enabled. Enabling registers the webhook endpoint with Pipedrive; the workflow is now working.

4. Create a Test Activity in Pipedrive

• Log in to your Pipedrive account.
• Open Activities from the left sidebar and click + Activity.
• Fill in the activity form (subject, dates, owner, etc.) and click Save.

5. Confirm the Trigger Fired

• Return to your workflow and open the Logs pane.
• You should see a new successful execution. Select it to inspect the payload – it will include the activity id, subject, timestamps, and more.

Next Steps

• Add downstream steps (e.g., Slack, Gmail, or logic helpers) to act on the activity details.
• Use the activity id to pull additional context such as linked deals or persons.
• Modify the Event action or object to listen for updates or other Pipedrive entities.