Contractor+ + Pipedrive
Create new Pipedrive deals from new leads in Contractor+
When a new lead comes in through the Contractor+ app, streamline your sales operations with this workflow. It creates a deal in your Pipedrive app, handling the details for you, so that you can focus more on closing the sale. Say goodbye to manual data entry and say hello to simplified sales process optimization.
When a new lead comes in through the Contractor+ app, streamline your sales operations with this workflow. It creates a deal in your Pipedrive app, handling the details for you, so that you can focus more on closing the sale. Say goodbye to manual data entry and say hello to simplified sales process optimization.
- When this happens...
Creates a new lead.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create DealCreates a new deal.
ActionWriteCreate a new record or update an existing record in your app.
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Client List
Triggers when client list is requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Estimate
Creates a new estimate and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Expense
Creates a new expense and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get All Payment Modes
Triggers when Payment Modes are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice List
Triggers when invoices are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead Sources List
Triggers when lead sources are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStaff List
Triggers when staff list is requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalutation
First NameRequired
Last Name
Client TypeRequired
Lead
Is Client Tax Exempt
Tax Exemption Number
Billing Address Street
Billing Address Street 2
Billing Country
Billing Country Name
Billing Address State ID
Billing Address State
Billing Address City
Billing Address Zip Code
Property Address Same as Billing Address
Property Tenant Phone
Property Tenant Phone Code
Property Tenant Name
Property Tenant Email
Gate Code
Lockbox Code
Phone Code
Phone Number
Phone Type
Phone is Primary
Email Address
Email Type
Email is Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense TitleRequired
Expense ForRequired
Expense Description
Payment Method
Reference #
Expense Category IDRequired
Reimburse To
AmountRequired
Total Expense Amount
Expense DateRequired
Property Street 1
Property Street 2
Property Country
Property State
Property City
Property Zip
Is Tax Included
Taxes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead TypeRequired
Salutation
First NameRequired
Last Name
DescriptionRequired
Lead StatusRequired
Source
Address
Address 2
Country
State
City
Zip
Staff
ISD Code
Phone Type
Phone Number
Is Primary Phone Number
Email Address
Email Type
Is Primary Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Work Order TitleRequired
Work Order DateRequired
Client IDRequired
Property IDRequired
Property Street 1Required
Property Street 2
Property CityRequired
StateRequired
State IdRequired
CountryRequired
Property ZipRequired
Client Note
Admin Note
Terms & Conditions
Schedule Date
Show Delegate Work Order
Delegate To
Schedule Type
Is Any Time
Number of Line Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal ID
Person ID
Organization ID
Product ID
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Create Client
Creates a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Countries
Triggers when countries are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planExpense Categories
Triggers when expense categories are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Leads
Triggers when leads are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Invoice
Creates a new invoice and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Lead
Creates a new lead and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Statuses
Triggers when lead statuses are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Work Order
Creates a new work order and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
ClientRequired
PropertyRequired
Property Street 1Required
Property Street 2
Property CityRequired
Property ZipRequired
StateRequired
State IdRequired
CountryRequired
Billing ID
Billing Street 1
Billing Street 2
Billing CityRequired
Billing State IdRequired
StateRequired
Billing ZipRequired
Billing CountryRequired
Estimate DateRequired
Estimate Doesn't Expire?
Expiration Date
Pass Processing Fee To Client?
Send Overdue Reminder?
Number of Line Items
Discount TypeRequired
Discount ModeRequired
Discount (%)
Discount Total ($)
My Signature
Client Signature
Term Contract
Client Note
Admin Note
Request Deposit Percent
Request Deposit Type
Request Deposit Total
Request Deposit Date
Show Payment Deposit in Contract
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ClientRequired
PropertyRequired
Property Street 1Required
Property Street 2
Property CityRequired
Property ZipRequired
StateRequired
State IdRequired
CountryRequired
Billing ID
Billing Street 1
Billing Street 2
Billing CityRequired
Billing State IdRequired
StateRequired
Billing ZipRequired
Billing CountryRequired
Invoice DateRequired
Payment Due DateRequired
Pass Processing Fee To Client?
Send Overdue Reminder?
PO NumberRequired
Number of Line Items
Discount TypeRequired
Discount Percentage TypeRequired
Discount
Discount Total
My Signature
Client Signature
Term Contract
Client Note
Admin Note
Show Payment Deposit in Contract
Request Deposit Type
Request Deposit Percent
Request Deposit Total
Request Deposit Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Property Tenant Name
Property Tenant Email
Property Tenant Phone
Property Tenant Phone Code
Country
State ID
State
CityRequired
Street 1Required
Street 2
Zip CodeRequired
Lockbox Code
Gate Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Follower User IDRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project ID
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Contractor+
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