Erxes + Pipedrive Integration

Q: Can I automatically create Pipedrive deals when a new customer is created in Erxes?

Yes, you can automatically create Pipedrive deals from every new Erxes customer record. Start with a ready automation on Integrately or build custom variations using Integrately AI.

Q: Can I connect Erxes, Pipedrive, and Slack?

Yes, multi-step automations let you connect Erxes, Pipedrive, and Slack together in a single workflow. When a customer is created in Erxes, it creates a deal in Pipedrive and notifies your team in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Erxes and Pipedrive?

Integrately is a fast and cost-effective alternative for connecting Erxes and Pipedrive, offering 24/5 live chat support, ready automation templates, and 3x to 10x lower cost.

Q: How does Erxes handle form submissions and customer data in this integration?

Erxes captures customer details and form submissions, triggering automated actions in Pipedrive instantly. You can find a ready workflow to sync customer data on the Erxes and Pipedrive integration page.

Q: Can I update Pipedrive deal stages based on Erxes events?

Yes, you can update Pipedrive deal stages and contacts based on customer activities in Erxes. Set up your workflow with ready-made templates on Integrately in just one click.

Q: Do I need coding skills to automate Erxes and Pipedrive?

No coding skills are required to connect Erxes and Pipedrive on Integrately. You can use ready templates or describe your exact workflow to Integrately AI.

Q: Is the Erxes and Pipedrive integration free?

Yes, you can start using the Erxes and Pipedrive integration with a free forever plan on Integrately. Explore pricing plans for higher task volumes and premium features.

Integrate Erxes to Pipedrive in one click, or tell Integrately AI how you want each customer handled. Enrich and qualify leads, update your CRM and deals, alert your team, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Customer is created in Erxes Instant
Customer is updated in Erxes Instant
Customer is deleted in Erxes Instant
Form submission is received in Erxes Instant
Company is created in Erxes Instant
Company is updated in Erxes Instant
Company is deleted in Erxes Instant
Admin sends engagement message in Erxes Instant
Customer sends a message in Erxes Instant
Admin sent message in Erxes Instant
Knowledge base is created in Erxes Instant
Knowledge base is updated in Erxes Instant
Knowledge base is deleted in Erxes Instant
Project is deleted in Pipedrive Instant
Project is updated in Pipedrive Instant
Project is created 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

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 Erxes + Pipedrive Integration

Capture customer details, create deals, update contacts, alert your team, and send follow-ups, all in just one click.

Create Pipedrive person for new Erxes 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 Erxes 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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1of1

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Connect more apps to your Erxes + Pipedrive flow

Sync your customer conversations and sales pipelines with your favorite productivity, messaging, and marketing tools. Pick a combination and activate it in one click.

HubSpot (4)

Calendly (4)

Slack (4)

Gmail (4)

Mailchimp (4)

Stripe (4)

Create a Pipedrive deal from every new Erxes customer, and add a contact in HubSpot.

New Erxes customers instantly appear in Pipedrive as deals and populate HubSpot as contacts without any manual copying.

When a Pipedrive deal is created, update the customer in Erxes and create a contact in HubSpot.

New Pipedrive deals update your customer records in Erxes and sync new contact details straight into HubSpot.

When an Erxes form submission is received, create a Pipedrive lead and update HubSpot.

Erxes form submissions generate Pipedrive leads and update your records in HubSpot automatically.

Use Claude to summarise every Erxes form submission, create a Pipedrive deal, and add a contact in HubSpot.

Claude summarises incoming Erxes submissions so Pipedrive receives a clean deal description and HubSpot gets an organised contact.

Create a Pipedrive deal when an Erxes customer is created, and schedule a meeting in Calendly.

New Erxes customers trigger a Pipedrive deal creation and set up a meeting invite via Calendly.

When a Pipedrive deal is created, update the customer in Erxes and schedule a discovery call in Calendly.

Pipedrive deals update your Erxes customer records and instantly book a Calendly discovery call.

When an Erxes form submission is received, create a Pipedrive lead and schedule a Calendly meeting.

Erxes form submissions create Pipedrive leads and initiate automated Calendly meeting scheduling.

When a Pipedrive deal stage updates, update the Erxes company and schedule a review in Calendly.

Deal stage updates in Pipedrive update your Erxes company records and set up a review call in Calendly.

Create a Pipedrive deal when an Erxes customer is created, and notify your sales team on Slack.

Erxes customer creation triggers a Pipedrive deal and posts an instant notification to your Slack sales channel.

When a Pipedrive deal is updated, update the customer in Erxes and post an update in Slack.

Pipedrive deal updates modify Erxes customer records and announce the progress in your Slack channel.

When an Erxes form submission is received, create a Pipedrive lead and alert the team in Slack.

Erxes form submissions generate Pipedrive leads and broadcast instant alerts to your Slack channel.

When a Pipedrive deal moves to a new stage, update the company in Erxes and notify your channel in Slack.

Deal stage updates in Pipedrive update your Erxes company records and broadcast alerts in Slack.

Create a Pipedrive deal when an Erxes customer is created, and send a welcome email via Gmail.

Erxes customer creation triggers a Pipedrive deal and dispatches an automated welcome email in Gmail.

When a Pipedrive deal is created, update the customer in Erxes and send a notification email in Gmail.

Pipedrive deal creation updates your Erxes customer records and sends a confirmation email via Gmail.

When an Erxes form submission is received, create a Pipedrive lead and email the manager via Gmail.

Erxes form submissions generate Pipedrive leads and send summary notification emails via Gmail.

When a Pipedrive deal is updated, update the company in Erxes and send a summary email in Gmail.

Pipedrive deal updates modify Erxes company records and email a summary report via Gmail.

Create a Pipedrive deal when an Erxes customer is created, and add the contact to Mailchimp.

Erxes customer creation triggers a Pipedrive deal and subscribes the contact to a Mailchimp list.

When a Pipedrive deal is created, update the customer in Erxes and subscribe them in Mailchimp.

Pipedrive deals update your Erxes customer records and add subscribers to Mailchimp lists.

When an Erxes form submission is received, create a Pipedrive lead and add them to Mailchimp.

Erxes form submissions generate Pipedrive leads and add new contacts into Mailchimp campaigns.

When a Pipedrive deal stage updates, update the company in Erxes and update Mailchimp status.

Pipedrive deal stage updates modify Erxes company records and update subscriber details in Mailchimp.

Create a Pipedrive deal when an Erxes customer is created, and create a customer in Stripe.

Erxes customer creation triggers a Pipedrive deal and establishes a new customer profile in Stripe.

When a Pipedrive deal is created, update the customer in Erxes and create a Stripe customer profile.

Pipedrive deal creation updates your Erxes customer records and creates billing profiles in Stripe.

When an Erxes form submission is received, create a Pipedrive lead and create a Stripe customer.

Erxes form submissions generate Pipedrive leads and establish new billing profiles in Stripe.

When a Pipedrive deal is updated, update the company in Erxes and verify payment status in Stripe.

Pipedrive deal updates modify Erxes company records and check payment profiles in Stripe.

Supported triggers and actions for Erxes and Pipedrive

Mix and match to build the exact automation you need

Erxes Triggers & Actions

Instant

Customer is created in Erxes

Triggers the automation when a new customer is created

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Instant

Customer is updated in Erxes

Triggers the automation when customer details are updated

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Instant

Customer is deleted in Erxes

Triggers the automation when a customer is removed from the database

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Instant

Form submission is received in Erxes

Triggers the automation when a form is filled

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Instant

Company is created in Erxes

Triggers the automation when a new company is created

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Instant

Company is updated in Erxes

Triggers the automation when a company is updated

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Instant

Company is deleted in Erxes

Triggers the automation when a company is deleted

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Instant

Admin sends engagement message in Erxes

Triggers the automation when an admin sends an engagement message to a contact

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Instant

Customer sends a message in Erxes

Triggers the automation when a customer sends a message

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Instant

Admin sent message in Erxes

Triggers the automation when the admin sends a message to someone

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Instant

Knowledge base is created in Erxes

Triggers the automation when new knowledge base is created

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Instant

Knowledge base is updated in Erxes

Triggers the automation when a knowledge base is modified

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Instant

Knowledge base is deleted in Erxes

Triggers the automation when a knowledge base is deleted

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Pipedrive Triggers & Actions

Instant

Project is deleted in Pipedrive

Triggers the automation when a Project is deleted

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Instant

Project is updated in Pipedrive

Triggers the automation when a Project is updated

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Instant

Project is created in Pipedrive

Triggers the automation when a new Project is added

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Instant

Activity is created in Pipedrive

Triggers the automation when a new activity is created

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Instant

Activity is updated in Pipedrive

Triggers the automation when an activity is updated

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Activity matches filter in Pipedrive

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Instant

Deal is created in Pipedrive

Triggers the automation when a deal is created

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Instant

Deal is updated in Pipedrive

Triggers the automation when a deal is updated

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Deal matches filter in Pipedrive

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Instant

Deal stage is updated in Pipedrive

Triggers the automation when a deal stage is updated

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Instant

Lead is created in Pipedrive

Triggers the automation when a new lead is created

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Instant

Lead is updated in Pipedrive

Triggers the automation when a new lead is created

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Instant

Note is created in Pipedrive

Triggers the automation when a new note is created

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Instant

Note is updated in Pipedrive

Triggers the automation when a note is updated

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Instant

Organization is created in Pipedrive

Triggers the automation when a new organization is created

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Instant

Organization is updated in Pipedrive

Triggers the automation when any organization's profile is modified

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Organization matches filter in Pipedrive

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Instant

Person is created in Pipedrive

Triggers the automation when a new person is created

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Instant

Person is updated in Pipedrive

Triggers the automation when a person's profile is updated

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Person matches filter in Pipedrive

Triggers the automation when a person matches a specified filter

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Instant

Product is added in Pipedrive

Triggers the automation when a new product is added

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Instant

Product is deleted in Pipedrive

Triggers the automation when a product is deleted

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Instant

Product is updated in Pipedrive

Triggers the automation when a product is updated

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Create activity in Pipedrive

Generates a new activity or task

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Update activity in Pipedrive

Updates the activity with the latest information

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Get activity by id in Pipedrive

Retrieves details of an activity using ID

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Delete activity in Pipedrive

Deletes an activity

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Create deal in Pipedrive

Generates a new deal

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Update deal in Pipedrive

Updates deal information based on new criteria or changes

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Search deal in Pipedrive

Searches for a deal

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Get deal by id in Pipedrive

Retrieves a deal by its id

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Convert deal to lead in Pipedrive

Converts a deal into a lead

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Get deal conversion status in Pipedrive

Retrieves the conversion status of a deal

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Add product to deal in Pipedrive

Adds selected product to a deal

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Get products of deal in Pipedrive

Retrieves products associated with a deal

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Add participant to deal in Pipedrive

Adds a participant to a deal

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Get Participants by Deal Id in Pipedrive

Retrieves participants associated with a deal id

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Create lead in Pipedrive

Generates new leads for potential customers

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Convert lead to deal in Pipedrive

Converts a lead into a deal

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Get lead conversion status in Pipedrive

Retrieves the conversion status of a lead

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Search lead in Pipedrive

Searches for a lead

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Delete deal in Pipedrive

Deletes a deal

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Create organization in Pipedrive

Generates a new organization

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Update organization in Pipedrive

Updates organization information

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Search organization in Pipedrive

Finds and retrieves information about a organization

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Get organization by id in Pipedrive

Retrieves details of an organization using ID

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Delete organization in Pipedrive

Deletes an organization

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Create person in Pipedrive

Generates a new person

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Update person in Pipedrive

Updates the information of a person

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Search person in Pipedrive

Retrieves information about a person

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Get person by id in Pipedrive

Retrieves a person's information by their id

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Delete person in Pipedrive

Deletes a person

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Create product in Pipedrive

Generates and launch new products

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Update product in Pipedrive

Updates product information

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Search product in Pipedrive

Searches for a product

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Get product by id in Pipedrive

Retrieves product information using its id

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Get product variations in Pipedrive

Retrieves variations of a product

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Delete product in Pipedrive

Deletes a product

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Add follower in Pipedrive

Increase your follower count

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Create note in Pipedrive

Creates a new note in the particular format

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Update note in Pipedrive

Updates a note with new information

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Search note in Pipedrive

Searches for a note

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Attach file in Pipedrive

Uploads and save the selected file to a task

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Get user by id in Pipedrive

Retrieves user information using their id

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Search user by email in Pipedrive

Searches for a user using email address

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Search user by name in Pipedrive

Searches for a user using the name

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What can you automate with Erxes + Pipedrive?

Streamline your customer conversations and sales pipelines by connecting every Erxes activity directly to Pipedrive.

Get Started For Free

🔄

Sync Erxes customers to Pipedrive deals automatically

Turn every new customer in Erxes into an active deal in Pipedrive the moment they engage. Your sales team can begin outreach immediately without manual record creation.

📋

Capture every submitted form field in Pipedrive

Map detailed custom answers from Erxes form submissions straight into Pipedrive deal fields instead of just basic names. Your sales pipeline receives rich context for every prospect.

📢

Alert your team instantly on new deal creation

Notify your sales channel or account managers the second an Erxes customer converts into a Pipedrive deal. Eliminate response delays and close deals faster.

🔀

Route deals based on submitted customer criteria

Sort incoming Erxes submissions into different Pipedrive pipelines or assign specific deal stages according to the data your customers provide in forms.

✏️

Keep Pipedrive records updated as customers change

Automatically update corresponding Pipedrive organizations and contacts whenever a customer profile or company detail is modified in Erxes.

🔍

Prevent duplicate records with smart search steps

Search existing Pipedrive records before creating new deals or organizations. Ensure your CRM remains clean and organized without duplicate entries.

📈

Update pipeline stages when support interactions conclude

Advance Pipedrive deals or update activity statuses automatically when customer conversations resolve in Erxes. Keep your sales funnel accurately reflecting real progress.

🔗

Extend your workflow to messaging and marketing apps

Connect your core Erxes and Pipedrive flow with Slack, Gmail, HubSpot, or Mailchimp to notify teams, send emails, or update subscriber lists effortlessly.

And much more...

Who is Erxes + Pipedrive integration for?

Connecting Erxes and Pipedrive helps sales teams, marketers, and support agents keep customer data aligned and deals moving without manual data entry.

Performance analysts

Sales representatives

Account managers

Customer support teams

Sales managers

Operations leads

📈

Performance analysts

You're tracking customer conversions across multiple channels but your CRM reports only update when someone manually exports records, so your pipeline metrics are always a few hours behind — this integration means every new customer record lands in Pipedrive instantly and your analytics stay current.

⚡

Sales representatives

You need to act fast on incoming prospect questions, but customer details get trapped in support queues before reaching your sales pipeline, causing you to miss warm opportunities — connecting these apps means every Erxes customer creates a Pipedrive deal instantly so you can follow up first.

🤝

Account managers

You answer to clients who expect real-time updates on their support requests and deal progress, but scattered platform records leave you hunting for status details — automating both apps means client interactions and pipeline stages stay perfectly synchronized across your entire team.

📊

Customer support teams

The volume of inbound chats and form submissions is too high for anyone to keep up by hand, leading to missed lead data and delayed sales handoffs — with this integration, every conversation detail flows straight into Pipedrive without manual transcription errors.

🎯

Sales managers

You depend on support agents to hand over qualified leads, but manual forwarding creates communication gaps and lost revenue opportunities — this integration means every Erxes submission immediately opens a Pipedrive deal for your reps to work on.

🗂️

Operations leads

You need a reliable history of customer interactions and deal histories, but disconnected tools keep leaving gaps in your audit trails — connecting these apps means every customer creation and deal update is logged accurately without manual tracking.

Try This Integration – No Code Needed

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 Erxes + Pipedrive

Build and manage your Erxes + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Erxes + 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.

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Frequently Asked Questions

How do I connect Erxes to Pipedrive?

You can connect Erxes to Pipedrive in 1 click using ready-made templates on Integrately. Select your workflow, authenticate both accounts, and activate the integration instantly or use Integrately AI to customise your setup.

Can I automatically create Pipedrive deals when a new customer is created in Erxes?

Can I connect Erxes, Pipedrive, and Slack?

What is a good Zapier alternative for Erxes and Pipedrive?

How does Erxes handle form submissions and customer data in this integration?

Can I update Pipedrive deal stages based on Erxes events?

Do I need coding skills to automate Erxes and Pipedrive?

Is the Erxes and Pipedrive integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Erxes or Pipedrive With 1500+ Other Apps

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Popular Pipedrive Integrations

Sync Pipedrive with accounting, invoicing, and reporting tools to keep your sales stack aligned and revenue data accurate.

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Erxes + Pipedrive Integration

Integrate Erxes to Pipedrive in one click, or tell Integrately AI how you want each customer handled. Enrich and qualify leads, update your CRM and deals, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Erxes + Pipedrive Integration

Capture customer details, create deals, update contacts, alert your team, and send follow-ups, all in just one click.

Create Pipedrive person for new Erxes contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Erxes + Pipedrive flow

Sync your customer conversations and sales pipelines with your favorite productivity, messaging, and marketing tools. Pick a combination and activate it in one click.

Supported triggers and actions for Erxes and Pipedrive

Mix and match to build the exact automation you need

What can you automate with Erxes + Pipedrive?

Streamline your customer conversations and sales pipelines by connecting every Erxes activity directly to Pipedrive.

Who is Erxes + Pipedrive integration for?

Connecting Erxes and Pipedrive helps sales teams, marketers, and support agents keep customer data aligned and deals moving without manual data entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Erxes + Pipedrive

Build and manage your Erxes + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Erxes or Pipedrive With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

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Erxes + Pipedrive Integration

Integrate Erxes to Pipedrive in one click, or tell Integrately AI how you want each customer handled. Enrich and qualify leads, update your CRM and deals, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Erxes + Pipedrive Integration

Capture customer details, create deals, update contacts, alert your team, and send follow-ups, all in just one click.

Create Pipedrive person for new Erxes contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Erxes + Pipedrive flow

Sync your customer conversations and sales pipelines with your favorite productivity, messaging, and marketing tools. Pick a combination and activate it in one click.

Supported triggers and actions for Erxes and Pipedrive

Mix and match to build the exact automation you need

What can you automate with Erxes + Pipedrive?

Streamline your customer conversations and sales pipelines by connecting every Erxes activity directly to Pipedrive.

Who is Erxes + Pipedrive integration for?

Connecting Erxes and Pipedrive helps sales teams, marketers, and support agents keep customer data aligned and deals moving without manual data entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Erxes + Pipedrive

Build and manage your Erxes + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Erxes or Pipedrive With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click