Integrate Instantly with Pipedrive
Send information between Instantly and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Pipedrive when a new lead event has occurred in Instantly
Integrate Instantly with Pipedrive using Zoho Flow. Whenever a new lead event has occurred in Instantly, 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
- The flow triggers when a new lead event has occurred in Instantly.
- Zoho Flow creates a new deal in Pipedrive.
Create a new deal in Pipedrive when a new lead event has occurred in Instantly
Instantly + Pipedrive
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Supported triggers and actions
Integrate Instantly and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Email replied
Triggers when a lead replies to an email from any campaign or a selected campaign
Email link clicked
Triggers when a lead opens a link in any campaign email or a selected campaign email
Campaign completed
Triggers when an existing campaign is completed
Email sent
Triggers when an email is sent to a lead from any campaign or a selected campaign
Email bounced
Triggers when a lead email is bounced from any campaign or a selected campaign
Email opened
Triggers when a lead opens an email from any campaign or a selected campaign
Lead event occurred
Triggers when a new lead event has occurred
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
Remove tag from campaign
Removes a tag from campaign
Reply to an email
Sends reply to an email received
Add to blocklist
Adds entries to blocklist by email or domain
Update lead status
Updates the status of the specified lead
Add lead to list
Adds a lead to an existing list
Add tag to campaign
Adds a custom tag to an existing campaign
Add lead to campaign
Adds a lead to an existing campaign
Create custom tag
Creates a new custom tag
Fetch list
Fetches the details of an existing list
Fetch lead
Fetches the details of an existing lead
Fetch campaign
Fetches the details of an existing campaign
Fetch custom tag
Fetches the details of an existing custom tag
Remove from blocklist
Removes an entry from the blocklist
Delete lead
Deletes the specified lead
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 Instantly?
Instantly is a sales engagement and lead intelligence tool that helps businesses find warm leads, manage email campaigns, reach primary inboxes and 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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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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