Flexie CRM + Pipedrive Integration

Integrate Flexie CRM to Pipedrive in one click, or tell Integrately AI how you want each lead handled. Create deals, sync contacts, update records, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for Flexie CRM + Pipedrive Integration

Capture leads, organise responses, keep contacts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Flexie CRM Integration

Create Flexie CRM contact for new Pipedrive person

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability 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.

Integration of your new Flexie CRM contact and Pipedrive person 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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Pipedrive + Flexie CRM Integration

Create Flexie CRM deal for new Pipedrive person

This automation makes it easy to create new deals in Flexie CRM when a new person is created in Pipedrive. Just connect your accounts, and every time a new person is created in Pipedrive, a new deal will automatically be created in Flexie CRM.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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  • 1of1
Got a different task in mind? Describe it

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

Connect more apps to your Flexie CRM + Pipedrive flow

Connect email, forms, and messaging tools to handle customer notifications and follow-ups after your core automation finishes. Pick a combination and activate it in one click.

Flexie CRM
Pipedrive
+
GmailGmail (4)
+
TypeformTypeform (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
F
P
G
When a universal trigger occurs in Flexie CRM, create a deal in Pipedrive, and send a notification email in Gmail.
New Flexie CRM events instantly create deals in Pipedrive and notify your inbox via Gmail, removing manual handoffs.
F
P
G
When a deal is created in Pipedrive, update contact in Flexie CRM, and send a confirmation email in Gmail.
Pipedrive deals trigger Flexie CRM contact updates and dispatch confirmation emails through Gmail automatically.
F
P
G
When a deal stage is updated in Pipedrive, update lead in Flexie CRM, and send an update email in Gmail.
Stage changes in Pipedrive update lead records in Flexie CRM and notify stakeholders via Gmail.
F
P
G
Use ChatGPT to analyse every new Pipedrive deal, update contact in Flexie CRM, and send a summary email in Gmail.
ChatGPT analyses new Pipedrive deals to update Flexie CRM contacts and email summaries via Gmail.

Supported triggers and actions for Flexie CRM and Pipedrive

Mix and match to build the exact automation you need

Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
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Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead information
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Pipedrive
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 Flexie CRM + Pipedrive?

Streamline your sales pipeline by automating data flows, deal updates, and team notifications between Flexie CRM and Pipedrive.

What you can automate?
🔄
Sync contacts and deals instantly across platforms
Automatically create Pipedrive deals whenever a universal trigger occurs in Flexie CRM. Eliminate manual data entry and ensure your sales pipeline reflects up-to-date activity.
📝
Capture every submitted field without data loss
Map all available contact fields and custom properties from Flexie CRM directly into Pipedrive records. Your CRM database remains comprehensive and ready for outreach.
🔔
Alert the right sales rep as events happen
Trigger instant notifications in Slack or via email whenever a new deal or contact is created. Ensure your team responds to hot leads within minutes.
🔀
Route deals conditionally based on submitted values
Apply conditional logic to direct high-value opportunities to senior account executives while standard leads follow automated onboarding sequences.
🔄
Keep pipeline stages synchronised in real time
Update contact and lead records automatically whenever a deal stage shifts in Pipedrive. Maintain consistent status tracking across your entire technology stack.
🔍
Search and update existing records to prevent duplicates
Check for existing contacts and accounts before creating new entries in Pipedrive or Flexie CRM. Keep your database clean and free of redundant profiles.
💰
Handle later status changes and payment milestones
Automatically update deal statuses in Pipedrive when invoices are paid or subscriptions are modified. Connect revenue events directly to your sales pipeline.
🔌
Extend your sales workflow to external tools
Connect Calendly, Stripe, or Gmail to your core Flexie CRM and Pipedrive setup. Build multi-step automations that handle everything from scheduling to invoicing.
And much more...

Who is Flexie CRM + Pipedrive integration for?

Connecting Flexie CRM and Pipedrive helps sales and operations teams eliminate manual data entry, keep pipeline records synchronised, and accelerate deal closures.

Sales operations directors
Sales operations directors
Account executives
Account executives
Sales team leads
Sales team leads
High-volume sales teams
High-volume sales teams
Business development reps
Business development reps
Revenue accounting teams
Revenue accounting teams
📈
Sales operations directors
You're managing pipeline metrics across multiple platforms but your reports only update when someone manually exports records, so the numbers you're reviewing are always outdated — this integration means every deal update syncs instantly and your pipeline stays accurate.
Account executives
You need to act fast on incoming leads, but waiting for manual handoffs between systems means you find out about opportunities too late — automating both apps means every lead lands in your CRM instantly and you can reach out right away.
🤝
Sales team leads
You answer to management who want to see real-time pipeline progress, but disconnected software leaves gaps in your tracking — connecting these apps means every stage change is recorded immediately and visibility remains crystal clear.
🚀
High-volume sales teams
The incoming lead volume is too high for anyone to keep up by hand, leading to missed follow-ups and lost revenue — integrating these apps means every contact and deal is processed automatically without manual effort.
🎯
Business development reps
You own the initial outreach and depend on upstream marketing data to hit your targets, but delayed record creation slows you down — with this integration, every new lead is logged instantly so you can start prospecting immediately.
📋
Revenue accounting teams
You need a reliable history of every deal and contact for accurate forecasting, but manual entry errors create constant gaps in your data — automating this workflow means complete records are maintained across both platforms without discrepancies.
Our team

Ready Workflows 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 Flexie CRM + Pipedrive

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

1,500+ apps connected
1,500+ apps connected
Connect Flexie CRM + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Flexie CRM to Pipedrive?
Frequently Asked Questions
You can connect Flexie CRM to Pipedrive instantly using 1-click workflows or build custom automation with Integrately AI. Pair them with tools like Gmail, Slack, and Calendly to streamline your entire sales operation.
Can I automatically create Pipedrive deals from Flexie CRM leads?
Frequently Asked Questions
Can I connect Flexie CRM, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flexie CRM and Pipedrive?
Frequently Asked Questions
How does Flexie CRM handle contact updates during automation?
Frequently Asked Questions
Can Pipedrive deal stages trigger updates in Flexie CRM?
Frequently Asked Questions
Do I need coding skills to automate Flexie CRM and Pipedrive?
Frequently Asked Questions
Is the Flexie CRM and Pipedrive integration free?
Frequently Asked Questions
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You Can Also Connect Flexie CRM or Pipedrive With 1500+ Other Apps

Flexie CRM
Popular Flexie CRM Integrations
Connect Flexie CRM to CRMs, email tools, and messaging platforms to manage and follow up on your sales pipeline.
Pipedrive
Popular Pipedrive Integrations
Sync Pipedrive with accounting, project management, and reporting tools to keep data working across your stack.
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Pipedrive Integrations arrow right
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