Integrate Autoklose with Pipedrive

Send information between Autoklose and Pipedrive automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Autoklose and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Email opened

Triggers when an email of the selected campaign is opened

Email replied

Triggers when a user replies to the selected campaign email

Campaign link clicked

Triggers when a user clicks a link in the selected campaign email

Product updated

Triggers when any detail of an existing product is updated

Lead updated

Triggers when any detail of an existing lead is updated

Deal updated

Triggers when any detail of an existing deal is updated

Note created

Triggers when a new note is added

Product created

Triggers when a new product is created

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal created

Triggers when a new deal is created

Note updated

Triggers when an existing note is updated

Lead created

Triggers when a new lead is created

Organization created

Triggers when a new organization is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Activity created

Triggers when a new activity is created

Organization updated

Triggers when any detail of an existing organization is updated

All Actions - Actions are the automated tasks

Add campaign recipient

Adds a campaign recipient.

Add Contact

Add a new contact

Add recipient to do not email list

Adds a new recipient to a Do Not Email list.

Remove campaign recipient

Removes a campaign recipient.

Add products to a deal

Adds multiple products to a deal

Create lead

Creates a new lead

Create deal

Creates a new deal

Create product

Creates a new project

Create activity

Creates a new activity

Create note

Creates a new note for the selected lead, deal, person, or organization

Create organization

Creates a new organization

Create contact person

Creates a contact new person

Update product

Updates the details of an existing product

Update activity

Updates the details of an existing activity

Update lead

Updates the details of an existing lead

Update organization

Updates the details of an existing organization

Update contact person

Updates the details of an existing contact person

Update deal

Updates the details of an existing deal

Fetch user

Fetches the details of an existing user

Fetch lead

Fetches the details of an existing lead

Fetch contact person

Fetches the details of an existing contact person

Fetch field options

Fetches the specific field options by using its ID or name

Fetch deal

Fetches the details of an existing deal

Fetch product

Fetches the details of an existing product

Fetch organization

Fetches the details of an existing organization

Fetch activity

Fetches the details of an existing user activity

What is Autoklose?

Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams.

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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