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Pipedrive + SmartSuite Integrations

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Connect Pipedrive to SmartSuite
Example screenshots
Example workflows
Triggers and actions
Pipedrive + your other apps
SmartSuite + your other apps
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FAQ

Pipedrive + SmartSuite integrations: unlimited possibilities

Pipedrive > SmartSuite

Trigger

Last triggered

Deal stage changed

Create record

Overview

Connect Pipedrive to SmartSuite in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Pipedrive, SmartSuite, and many other popular SaaS applications.

Check below for example workflows using Pipedrive and SmartSuite, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Pipedrive and SmartSuite integrations in Relay.app

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Preview of Use any of these Pipedrive actions in your Relay.app workflows

Preview of Use any of these SmartSuite actions in your Relay.app workflows.

Preview of Use Relay.app's SmartSuite integrations to trigger actions across your apps

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive actions in your Relay.app workflows

Use any of these SmartSuite actions in your Relay.app workflows.

Use Relay.app's SmartSuite integrations to trigger actions across your apps

Example Pipedrive + SmartSuite workflows

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Create new SmartSuite records for new Pipedrive deals

Looking to ensure seamless synchronization between your Pipedrive deals and SmartSuite records? This integration simplifies the process: when a new deal is created in Pipedrive, Relay.app swiftly generates a corresponding record in SmartSuite. This seamless connection ensures that your sales data is

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Automatically create record in SmartSuite for each deal stage changed in Pipedrive

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Add activity to deal automatically in Pipedrive for each comment added in SmartSuite

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Update record automatically in SmartSuite for each deal closed in Pipedrive

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Automatically add activity to lead in Pipedrive for each record added in SmartSuite

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Pipedrive Triggers

Activity

add

Activity added

Deal

edit

Deal changed

payments

Deal closed

target

Deal first meets conditions

payments

Deal lost

conversion_path

Deal stage changed

payments

Deal won

add

New deal added

Lead

add

Lead added

Organization

add

New organization added

edit

Organization changed

target

Organization first meets conditions

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Product

add

New product added

edit

Product changed

target

Product first meets conditions

Project

add

Project added

conversion_path

Project phase changed

task_alt

Project status changed

SmartSuite Actions

Table

add_comment

Add comment to record

library_add

Create or update record

library_add

Create record

Find record(s)

edit

Update record

SmartSuite Triggers

Record

add

Comment added

Table

add

New record added

edit

Record changed

target

Record first meets conditions

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

Create your own Pipedrive + SmartSuite integration

Select a trigger in Pipedrive

Select an action in SmartSuite

Create your workflow

Or automate SmartSuite + Pipedrive

Select a trigger in SmartSuite

Select an action in Pipedrive

Create your workflow

Connect Pipedrive to your other apps

Or connect SmartSuite to your other apps

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Pipedrive to SmartSuite with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Pipedrive or SmartSuite to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Pipedrive and SmartSuite to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Pipedrive to SmartSuite?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Pipedrive to SmartSuite that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Pipedrive and SmartSuite—give it a try and let us know what you think.

See why people love Relay.app

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via email

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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@rafanocode

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@typeoneerror

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