Pipedrive and PlanGrid integrations and automations

Seamlessly connect Pipedrive and PlanGrid. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Pipedrive
  • New object API v1
    New object in Pipedrive
  • New object Batch
    New object in Pipedrive
  • New/updated object API v1
    New or updated object in Pipedrive
  • New/updated object Batch
    New or updated object in Pipedrive

    • Any other trigger you can think up

PlanGrid
  • New object in PlanGrid
    New object in PlanGrid
  • New or updated object in PlanGrid
    New or updated object in PlanGrid

    • Any other trigger you can think up

Actions

Do this…

Pipedrive
  • Custom action
    Custom action in Pipedrive (Custom)
  • Create activity
    Create activity in Pipedrive
  • Create deal
    Create deal in Pipedrive
  • Create note
    Create note in Pipedrive
  • Create organization
    Create organization in Pipedrive
  • Get deal-related products Batch
    Get products from the deal in Pipedrive
  • Get object API v1 Batch
    Get object from Pipedrive
  • Get object Batch
    Get object from Pipedrive
  • Update deal
    Update deal in Pipedrive
  • Update organization
    Update organization in Pipedrive
  • Update person
    Update person in Pipedrive

    • Any other action you can think up

PlanGrid
  • Custom action
    Custom action in PlanGrid (Custom)
  • Create object
    Create object in PlanGrid
  • Download object
    Download object in PlanGrid
  • Get object by ID
    Get object in PlanGrid
  • Search objects Batch
    Search objects in PlanGrid
  • Update object
    Update object in PlanGrid
  • Upload object
    Upload object in PlanGrid

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation