Integrate Pipedrive with Active Collab
Send information between Pipedrive and Active Collab automatically, without writing any code, using Zoho Flow.
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Create a new project in Active Collab for every deal won in Pipedrive
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Active Collab for every deal won in your Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new project in Active Collab.
Create a new project in Active Collab for every deal won in Pipedrive
Pipedrive + Active Collab
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Supported triggers and actions
Integrate Pipedrive and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Task moved
Triggers when a task is moved from one task list to another
Comment added
Triggers when a comment is added to an object
Project created
Triggers when a new project is created
Task list created
Triggers when a new task list is created in a project
Task updated
Triggers when the details of an existing task is updated
Task closed
Triggers when a task is closed
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
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
Create company
Creates a new company
Add comment to task
Creates a new comment in the selected task
Create project
Creates a new project
Create task
Creates a new task
Add comment to discussion
Adds a new comment to discussion
Move task
Moves the specified task to the selected task list
Update company
Updates the details of an existing company
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch category
Fetches the details of an existing category by ID or name
Fetch template
Fetches the details of an existing template
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user by email address
Fetch company
Fetches the details of an existing company by ID or name
Fetch currency
Fetches the details of an existing currency by ID, name, or code
Fetch project
Fetches the details of an existing project by ID or name
Fetch label
Fetches the details of an existing label by ID or name
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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What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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