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Pipedrive + PostgreSQL

Create new Pipedrive deals from new PostgreSQL custom query rows

Automate the process to effectively manage your sales on Pipedrive whenever new data is added to your PostgreSQL. This workflow initiates when new row data from a custom query in your PostgreSQL database is detected, consequently creating a fresh deal in Pipedrive. It ensures your sales team is immediately alerted about any new deal, allowing them to monitor all sales activities effectively in real-time. Keep your sales data up-to-date and enhance your team's productivity with this streamlined process.

Automate the process to effectively manage your sales on Pipedrive whenever new data is added to your PostgreSQL. This workflow initiates when new row data from a custom query in your PostgreSQL database is detected, consequently creating a fresh deal in Pipedrive. It ensures your sales team is immediately alerted about any new deal, allowing them to monitor all sales activities effectively in real-time. Keep your sales data up-to-date and enhance your team's productivity with this streamlined process.

  1. When this happens...
    PostgreSQLPostgreSQL
    New Row (Custom Query)

    Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Table/ViewRequired

    Trigger
    Scheduled
    Try It
    • QueryRequired

    Trigger
    Scheduled
    Try It
    • Table/ViewRequired

    • Primary KeyRequired

    • Order ByRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • TableRequired

    • ID ColumnRequired

    Action
    Write
    • Table/ViewRequired

    • Order By

    • Dedupe Key

    Trigger
    Scheduled
    Try It
    • TableRequired

    Action
    Write
    • TableRequired

    • Lookup ColumnRequired

    • Lookup ValueRequired

    Action
    Search
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About 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.
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  • CRM (Customer Relationship Management)

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About PostgreSQL

PostgreSQL is a powerful, open-source database engine with a uniquely advanced query optimizer and dozens of built in features, making it an easy choice for production databases.

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