Connect Pipedrive to Polygon

Build an AI agent that works across Pipedrive and Polygon, on a schedule or when you click Run.

24 source actions

3 target actions

Reverse direction supported

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Why Connect Pipedrive & Polygon?

Read what you need from Pipedrive

Your agent uses Pipedrive's documented actions to pull the records it needs, each time it runs.

Run a Polygon action

Then it uses one of 3 documented actions, such as Get Company Financials, Get Historical Prices, Get Stock Price.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook

Lead Updated (Instant)

Emit new event when a lead is updated.

webhook

New Deal (Instant)

Emit new event when a new deal is created.

webhook

New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook

New Person (Instant)

Emit new event when a new person is created.

webhook

Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

Polygon

Triggers (3)

New Market News

Emit new events when a news article related to the stock market is published.

polling

New Stock Price Summary

Emit new event when the daily price summary (open, high, low, close) for a specified stock ticker is available.

polling

New Stock Trade

Emit new event when a trade occurs for a specified stock ticker.

polling

Actions (3)

Get Company Financials

Retrieves financial details for a specific company by stock ticker. See the documentation.

Get Historical Prices

Fetches historical price data for a specified stock ticker within a date range. See the documentation

Get Stock Price

Get the open, close and afterhours prices of a stock symbol on a certain date. See the documentation

Integration Features

24 documented Pipedrive actions

3 documented Polygon actions

Plain-English agent instructions

Daily, weekday or weekly schedule, or run on demand

Execution monitoring

A supported Polygon to Pipedrive direction

Capability Examples

Pipedrive trigger → Polygon action

Catalog example

Pipedrive

Deal Updated (Instant)

Polygon

Get Company Financials

Polygon trigger → Pipedrive action

Reverse direction

Polygon

New Market News

Pipedrive

Add Activity

How It Works

Connect Apps

Authenticate your Pipedrive and Polygon accounts

Describe the Job

Say what to read from Pipedrive and what to do in Polygon

Choose an Action

Select the documented Polygon operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Pipedrive events yet.

Automated Actions

Use 3 documented Polygon actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks thePipedrive and Polygon actions it needs.

Your Own Accounts

You connect your own Pipedrive and Polygon accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Polygon to Pipedrive for bidirectional automation

View Integration

All Pipedrive Integrations

Explore all available Pipedrive connections

View All Integrations

All Polygon Integrations

Explore all available Polygon connections

View All Integrations

Popular Integrations

View all integrations →

More Polygon Integrations

View all Polygon integrations →

Ready to Connect Pipedrive & Polygon?

Build this agent in Mazaal AI and test it on your ownPipedrive and Polygon data.

Start building

Rather not build it yourself? We set up one Pipedrive to Polygon agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod

Connect Pipedrive to Polygon

Why Connect Pipedrive & Polygon?

Read what you need from Pipedrive

Run a Polygon action

Test it, then put it on a schedule

Available Triggers & Actions

Pipedrive

Triggers (6)

Actions (24)

Polygon

Triggers (3)

Actions (3)

Integration Features

Capability Examples

Pipedrive trigger → Polygon action

Polygon trigger → Pipedrive action

How It Works

Connect Apps

Describe the Job

Choose an Action

Test and Review

Frequently Asked Questions

Is the Pipedrive to Polygon direction supported?

Does it run the moment something changes in Pipedrive?

Which Polygon actions are available?

Can I also connect Polygon to Pipedrive?

Integration Benefits

Scheduled or On-demand Runs

Automated Actions

Provider Authentication

Guided Configuration

Your Own Accounts

Execution Review

Reverse Integration Available

All Pipedrive Integrations

All Polygon Integrations

Popular Integrations

More Polygon Integrations

Ready to Connect Pipedrive & Polygon?