Pipedrive + Grist Integrations
Put Pipedrive + Grist to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Pipedrive and Grist
See the kind of workflows teams build with Pipedrive and Grist below — describe the exact one you want above and the Agent builds it on demand.
Pipedrive + Grist
Create or update a record in Grist whenever a new lead is added in Pipedrive.
Build client onboarding hubs for won deals
When a deal is won in Pipedrive, automatically create a page from a template in Grist to house client handoff and onboarding materials.
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Log meeting summary documents to contact timelines
When a document is published in Grist, automatically log an activity on the corresponding contact in Pipedrive so sales reps stay updated.
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Sync document statuses with sales deal stages
When a deal stage changed in Pipedrive, automatically update the matching project record status in Grist to keep cross-functional teams informed.
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Browse the full workflow library →
Looking to achieve something else with Pipedrive and Grist?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Pipedrive and Grist
Everything Pipedrive and Grist can do inside a workflow — the triggers that start one and the actions that run when it fires.
Pipedrive Explore Pipedrive →
Pipedrive is a web-based sales pipeline and CRM tool designed to help sales teams manage leads and deal flows.
TriggersTriggers when an activity newly matches a Pipedrive filter for the first time.
Triggers when a new activity is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a new deal is created.
Triggers when a lead is created.
Triggers when a new comment is added to a note.
Adds a discount to an existing deal.
Adds an existing label to an existing person.
Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)
Add product variation to a product.
Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
Creates a new deal.
Grist Explore Grist →
A relational spreadsheet-database platform that helps teams organize data, build custom workflows, and create interactive dashboards.
TriggersTriggers when a new record is created.
Triggers when a new record is created.
Triggers when a record is created or updated.
Triggers when a record is created or updated.
Creates a new record in a table, or updates an existing matching record.
Creates a new record in a table.
Updates an existing record.
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1CRM
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AccuLynx
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Act!
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Actionstep
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Advyzon
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Aesthetic Record EMR
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Other Productivity & Docs apps on Knit
Explore more Productivity & Docs integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
6clicks
A risk and compliance management platform that helps businesses streamline governance, risk assessment, and policy implementation.
7Shifts
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Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
Airtable
Airtable is a low-code platform that combines spreadsheet features with relational database capabilities for managing structured data.
Akiflow
Akiflow is a time-blocking productivity app that consolidates tasks and calendar events into a single central schedule interface.
ApproveThis
An approval workflow automation tool that enables teams to review, request, and track approvals for business processes.
Aryeo
Aryeo is a content delivery and order management platform built specifically for real estate photographers and media companies.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Pipedrive + Grist
Is there a pre-built Pipedrive + Grist automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Pipedrive and Grist's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Pipedrive or Grist connector?
No. The Agent works whether or not Pipedrive or Grist already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can closing a deal automatically spin up an onboarding document?
Yes, winning a deal in Pipedrive can automatically create a client onboarding hub from a template in Grist.
How can published client docs update our sales records?
Publishing research notes or customer documents in Grist can automatically log activities on contact profiles in Pipedrive.