Pipedrive and RowShare

Easily integrate Pipedrive and RowShare without any code.
Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with Pipedrive through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).
When this happens in RowShare
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Automatically do that in Pipedrive
Or the other way round:
When this happens in Pipedrive
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Automatically do that in RowShare

Pipedrive Triggers and Actions

Below is a list of triggers and actions available on Pipedrive via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

Updated Deal
Triggers when an existing deal is updated.
Updated Deal Stage
Triggers when a deal's stage is updated.
Person Matching Filter
Triggers when a person newly matches a Pipedrive filter for the first time.
Organization Matching Filter
Triggers when an organization newly matches a Pipedrive filter for the first time.
New Note
Triggers when a new note is created.
and 10 more triggers
Pipedrive doesn't offer (yet) any Trigger on Zapier.

Actions

Find Multiple Leads
Finds multiple leads based on your search criteria, only returns the Lead IDs.
Find or Create Organization
Finds an organization by name, or creates one if none is found.
Find Multiple Deals
Finds multiple deals by title, notes or custom fields.
Find or Create Activity
Finds an activity by subject, or creates one if none is found.
Find Task
Searches for tasks by title, description, or other criteria.
and 39 more actions
Pipedrive doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row
Triggers when a row is created or updated in a specific table.
Column Changed
Triggers when a value has changed in a specific column.
New Row
Triggers when a new row is created in a specific table.
Row Status Changed
Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row
Assigns a row to a new owner.
Edit Row
Modifies an existing row.
Find Row
Finds a row based on an exact match for a given column.
Create Row
Creates a new row in the table.
Find Row by ID
Loads a row based on its ID.
Link Rows [Advanced]
Links a row to a parent row in another table. This is an advanced action: to be used with caution.