Integrate Connecteam with Pipedrive

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

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Create a new deal in Pipedrive when an existing user’s details are updated in Connecteam

Integrate Connecteam with Pipedrive using Zoho Flow. Whenever an existing user’s details are updated in Connecteam, Zoho Flow automatically creates a new deal in Pipedrive. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when an existing user’s details are updated in Connecteam.
  2. Zoho Flow creates a new deal in Pipedrive.
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Create a new deal in Pipedrive when an existing user’s details are updated in Connecteam

Connecteam + Pipedrive

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Supported triggers and actions

Integrate Connecteam and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Scheduler shift created

Triggers when a new shift is created in the scheduler

Task published

Triggers when a new task is published

User clocked out

Triggers when a user clocks out at the end of their shift

User updated

Triggers when an existing user’s details are updated

Form submitted

Triggers when a new form is submitted

Scheduler shift updated

Triggers when an existing scheduled shift is updated

Task completed

Triggers when a task is marked as completed

User clocked in

Triggers when a user clocks in to start their shift

User created

Triggers when a new user is added

Activity created

Triggers when a new activity is created

Product created

Triggers when a new product is created

Activity updated

Triggers when any detail of an existing activity is updated

Pipeline created

Triggers when a new pipeline is created

Product updated

Triggers when any detail of an existing product is updated

Note updated

Triggers when an existing note is updated

Project updated

Triggers when any detail of an existing project is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Lead updated

Triggers when any detail of an existing lead is updated

Lead created

Triggers when a new lead is created

Note created

Triggers when a new note is added

Organization updated

Triggers when any detail of an existing organization is updated

Organization created

Triggers when a new organization is created

Deal updated

Triggers when any detail of an existing deal is updated

Contact person created

Triggers when a new contact person is created

Deal created

Triggers when a new deal is created

Project created

Triggers when a new project is created

Pipeline stage created

Triggers when a new pipeline stage is created

All Actions - Actions are the automated tasks

Create shift

Creates a new shift

Send private message

Send a private message to a specific user within the account

Create job

Creates a new job

Send message

Sends a new message to a specific chat - either a channel or a team chat

Create task

Creates a new task

Create user

Creates a new user

Update user

Updates the details of an existing user

Update job

Updates the details of an existing job

Update task

Updates the details of an existing task

Fetch user by user details

Fetches the details of an existing user using user details

Fetch job by name

Fetches the details of an existing job using name

Fetch job by ID

Fetches the details of an existing job using ID

Fetch shift by ID

Fetches the details of an existing shift using ID

Fetch user by ID

Fetches the details of an existing user using ID

Create note

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

Add products to a deal

Adds multiple products to a deal

Create contact person

Creates a new contact person

Create lead

Creates a new lead

Create deal

Creates a new deal

Create activity

Creates a new activity

Create project

Creates a new project

Create organization

Creates a new organization

Create product

Creates a new product

Update lead

Updates the details of an existing lead

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update project

Updates the details of an existing project

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

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 field options

Fetches the specific field options by using its ID or name

Fetch product

Fetches the details of an existing product

Fetch deal

Fetches the details of an existing deal

Fetch activity

Fetches the details of an existing user activity

Fetch contact person

Fetches the details of an existing contact person

Fetch project

Fetches the details of an existing project

Fetch organization

Fetches the details of an existing organization

What is Connecteam?

Connecteam is a workforce management platform that helps businesses manage employee scheduling, time tracking, tasks, and team communication in one place.

HR New

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.

Learn more >

Custom functions

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

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

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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