Integrate SugarSync with Pipedrive
SugarSync
SugarSync’s file sync, online backup, and file sharing service makes it easy to stay connected.
Pipedrive
Pipeline tool for active dealmakers, not your usual CRM. Helps you get super organized and close more deals, with less time needed for admin.
Activities
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- ID
- —
- Subject
- Subject of the activity.
- Done
- Whether the activity is done or not.
- Activity Type
- Type of the activity.
- Due Date
- Due date of the activity. Format: YYYY-MM-DD.
- Due Time
- Due time of the activity in UTC.(HH:MM)
- Duration
- Duration of the activity. Format: HH:MM.
- User
- ID of the user whom the activity will be assigned to. If omitted, the activity will be assigned to the authorized user You can also specifiy user’s name or email and we will try to find the user in Pipedrive.
- Deal
- ID of the deal this activity will be associated with.
- Person
- ID of the person this activity will be associated with.
- Organization
- —
- Note
- Note of the activity (HTML format)
- Updated At
- —
- Created At
- —
-
Activity Created
Triggers when a new Activity is created in the selected Account.
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Activity Updated
Triggers when an Activity is updated in the selected Account.
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Create an Activity
Creates a new Activity.
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Update an Activity
Updates the selected Activity.
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Delete an Activity
Deletes the selected Activity.
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Fetch a Linked Activity
Fetches a linked activity.
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Look Up an Activity
Searches for one Activity based on unique fields.
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Search Activities
Searches for Activities in the selected Account and returns a list.
Deals
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- ID
- —
- Title
- —
- Value
- —
- Currency
- Leave blank for default currency.
- Stage (And Pipeline)
- Leave blank to place deal in default stage on default pipeline.
- Person
- —
- Organization
- —
- Status
- —
- Lost Reason
- —
- User
- ID of the user who will be marked as the owner of this deal. If omitted, the authorized user ID will be used. You can also specifiy user’s name or email and we will try to find the user in Pipedrive.
- Visible To
- —
- Updated At
- —
- Created At
- —
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Deal Created
Triggers when a new Deal is created in the selected account.
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Deal Updated
Triggers when a Deal is updated in the selected account.
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Create a Deal
Creates a new Deal.
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Update a Deal
Updates the selected Deal.
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Delete a Deal
Deletes the selected Deal.
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Add a Product to a Deal
Adds a Product to a Deal.
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Fetch a Linked Deal
Fetches a linked deal.
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Look Up a Deal
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Find Deals for an Organization
Searches for Deals associated with an Organization. This includes indirect associations such as when a deal is associated with a person, who is associated with the organization.
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Find Deals for a Person
Searches for Deals associated with a Person.
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Search Deals
Searches for Deals in the selected account and returns a list.
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Search Products for a Deal
Given a Deal ID, finds all products associated with the deal.
People
-
- ID
- —
- Name
- —
- —
- Phone
- —
- Owner
- ID of the user who will be marked as the owner of this person. When omitted, the authorized user ID will be used.
- Organization
- —
- Visible To
- —
- Updated At
- —
- Created At
- —
-
Person Created
Triggers when a new Person is created in the selected Account.
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Person Updated
Triggers when a Person is updated in the selected Account.
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Create a Person
Creates a new Person.
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Update a Person
Updates the selected Person.
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Delete a Person
Deletes the selected Person.
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Fetch a Linked Person
Fetches a linked person.
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Look Up a Person
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Search People
Searches for Persons in the selected Account and returns a list.
Organizations
-
- ID
- —
- Name
- —
- Owner
- ID of the user who will be marked as the owner of this organization. When omitted, the authorized user ID will be used.
- Cc Email
- —
- People Count
- —
- Visible To
- —
- Updated At
- —
- Created At
- —
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Organization Created
Triggers when a new Organization is created in the selected Account.
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Organization Updated
Triggers when an Organization is updated in the selected Account.
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Create an Organization
Creates a new Organization.
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Update an Organization
Updates the selected Organization.
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Delete an Organization
Deletes the selected Organization.
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Fetch a Linked Organization
Fetches a linked organization.
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Look Up an Organization
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Search Organizations
Searches for Organizations in the selected Account and returns a list.
Notes
-
- ID
- —
- Content
- —
- Deal
- —
- Pinned to Deal
- —
- Person
- —
- Pinned to Person
- —
- Organization
- —
- Pinned to Organization
- —
- User
- —
- Active Flag
- —
- Updated At
- —
- Created At
- —
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Note Created
Triggers when a new Note is created in the selected Account.
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Note Updated
Triggers when a Note is updated in the selected Account.
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Create a Note
Creates a new Note.
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Update a Note
Updates the selected Note.
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Delete a Note
Deletes the selected Note.
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Fetch a Linked Note
Fetches a linked note.
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Search Notes
Searches for Notes in the selected Account and returns a list.
Products
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- ID
- —
- Name
- —
- Product Code
- —
- Unit
- Unit in which this product is sold.
- Tax
- Tax percentage.
- Active
- Whether product is active.
- Owner
- ID of the user who will be marked as the owner of this product. If omitted, the activity will be assigned to the authorized user. You can also specifiy user’s name or email and we will try to find the user in Pipedrive.
- Prices
- Note that there can only be one price per product per currency.
- Updated At
- —
- Created At
- —
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Product Created
Triggers when a new Product is created in the selected Account.
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Product Updated
Triggers when a Product is updated in the selected Account.
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Create a Product
Creates a new Product.
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Update a Product
Updates the selected Product.
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Delete a Product
Deletes the selected Product.
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Fetch a Linked Product
Fetches a linked product.
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Search Products
Searches for Products in the selected Account and returns a list.