Integrate Highrise with Pipedrive
Send information between Highrise and Pipedrive automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Highrise and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New tag
Triggers when a new tag is created
New task
Triggers when a new task is created
New deal
Triggers when a new deal is created
New company
Triggers when a new company is created
New case
Triggers when a new case is created
New task category
Triggers when a new task category is created
New deal category
Triggers when a new deal category is created
New custom fields
Triggers when a new custom field is created
New group
Triggers when a new group is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Note added
Triggers when a new note is added
Contact person created
Triggers when a new contact person is created
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Note updated
Triggers when an existing note is updated
Organization created
Triggers when a new organization is created
Activity updated
Triggers when any detail of an existing activity is updated
Deal updated
Triggers when any detail of an existing deal is updated
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create contact
Creates a new contact
Fetch contact
Fetches a contact by email
Create case
Creates a new case
Create task for contact
Creates a new task for the selected contact
Create task for case
Creates a new task associated with a case. Creates a new case if it doesn't exist.
Fetch company
Fetches a company by name
Create deal for contact
Creates a new deal for the selected contact
Create deal
Creates a new deal
Create task
Creates a new task
Create note for contact
Creates a note for the selected contact
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create contact person
Creates a new contact person for the selected organization
Create product
Creates a new product
Create activity
Creates a new activity
Create organization
Creates a new organization
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update contact person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Update notes
Updates an existing note
Fetch person by name
Fetches the details of an existing person record by name
Fetch organization by name
Fetches the details of an existing organization by name
Fetch user by name
Fetches the details of an existing user by name
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by phone
Fetches the details of an existing person record by phone number
Fetch activity
Fetches the details of the user activities
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch product by name
Fetches the details of an existing product by name
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch person by email address
Fetches the details of an existing person by email address
What is Highrise?
Highrise is a CRM platform that lets you generate reports on your leads and pipeline. You can set recurring reminders, send bulk emails, and use the group inbox to prioritize answering leads.
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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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