Integrate Heartbeat with Pipedrive
Send information between Heartbeat and Pipedrive automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Heartbeat and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Send a direct message
Triggers when a new message is sent from a user
Thread created
Triggers when a new thread is created
Course completed
Triggers when a new course is completed
User updated
Triggers when the details of an existing user are updated
User joins a group
Triggers when a new user joins a group
Event created
Triggers when a new event is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person created
Triggers when a new contact person is created
Note updated
Triggers when an existing note is updated
Deal created
Triggers when a new deal is created
Product created
Triggers when a new product is created
Note created
Triggers when a new note is added
Pipeline stage created
Triggers when a new pipeline stage is created
Pipeline created
Triggers when a new pipeline is created
Product updated
Triggers when any detail of an existing product is updated
Organization updated
Triggers when any detail of an existing organization is updated
Deal updated
Triggers when any detail of an existing deal is updated
Lead updated
Triggers when any detail of an existing lead is updated
Organization created
Triggers when a new organization is created
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Contact person updated
Triggers when any detail of an existing contact person is updated
All Actions - Actions are the automated tasks
Create voice channel
Creates a new voice channel
Create thread
Creates a new thread
Add user to group
Adds a new member to the group
Create comment
Creates a new comment
Send a direct message
Sends a direct new message
Create group
Creates a new group
Reactivate user
Reactivates a user on heartbeat
Create category
Creates a new category
Create channel
Creates a new channel
Create user
Creates a new user
Create event
Creates a new event
Update user
Updates the details of an existing user
Create invitation link within a heartbeat community
Creates a new invitation link within a heartbeat community
Add user to an existing invitation link
Adds the user to an existing invitation link
Update voice channel
Updates the details of an existing voice channel
Update category
Updates the details of an existing category
Update group
Updates the details of an existing group
Update channel
Updates the details of an existing channel
Search user
Searches the details of an existing user using Email address
Fetch group
Fetches the details of an existing group using ID
Fetch user
Fetches the details of an existing user using ID
Fetch thread
Fetches the details of an existing thread using ID
Fetch event
Fetches the details of an existing event using ID
Remove user from group
Removes an user from a group
Create activity
Creates a new activity
Create product
Creates a new project
Create note
Creates a new note for the selected lead, deal, person, or organization
Create lead
Creates a new lead
Add products to a deal
Adds multiple products to a deal
Create deal
Creates a new deal
Create contact person
Creates a contact new person
Create organization
Creates a new organization
Update lead
Updates the details of an existing lead
Update activity
Updates the details of an existing activity
Update contact person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Update deal
Updates the details of an existing deal
Fetch activity
Fetches the details of an existing user activity
Fetch deal
Fetches the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Fetch organization
Fetches the details of an existing organization
Fetch product
Fetches the details of an existing product
Fetch user
Fetches the details of an existing user
Fetch contact person
Fetches the details of an existing contact person
Fetch lead
Fetches the details of an existing lead
What is Heartbeat?
Heartbeat is a connectivity platform for community businesses that lets users host conversations, events, contests, and much more.
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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.
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Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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