Integrate Pipedrive with Alegra

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

Explore prebuilt integration flows to get started

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Generate an estimate within your Alegra automatically, When a new deal is created in Pipedrive

Effortlessly create accurate estimates in your billing and accounting software every time, without any manual input. This flow will create an estimate in your Alegra when a new deal is created in Pipedrive.

How it works
  1. The flow triggers when a new deal is created in Pipedrive.
  2. Zoho Flow creates a new estimate in Alegra.
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Generate an estimate within your Alegra automatically, When a new deal is created in Pipedrive

Pipedrive + Alegra

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Generate an invoice in Alegra for newly closed deals in Pipedrive

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Alegra each time a deal is closed in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new invoice in Alegra.
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Generate an invoice in Alegra for newly closed deals in Pipedrive

Pipedrive + Alegra

Build your own integrations between Pipedrive and Alegra

Connect Pipedrive and Alegra with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Pipedrive and Alegra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Note updated

Triggers when an existing note is updated

Organization created

Triggers when a new organization is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Note added

Triggers when a new note is added

Deal created

Triggers when a new deal is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Pipeline created

Triggers when a new pipeline 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

Activity created

Triggers when a new activity is created

Invoice created

Triggers when a new invoice is created

Product or service created

Triggers when a new product or service is created

Payment recorded

Triggers when a new payment is recorded

Contact created

Triggers when a new contact is created

Estimate created

Triggers when a new estimate is created

All Actions - Actions are the automated tasks

Update deal

Updates the details of an existing deal

Create notes

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

Create activity

Creates a new activity

Create product

Creates a new product

Create deal

Creates a new deal

Create project

Creates a new project

Create organization

Creates a new organization

Create lead

Creates a new lead

Create contact person

Creates a new contact person for the selected organization

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update lead

Updates the details of an existing lead

Update notes

Updates the details of an existing note

Update activity

Updates the details of an existing activity

Update organization

Updates the details of an existing organization

Fetch activity

Fetches the details of an existing user activity

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch organization by name

Fetches the details of an existing organization by name

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch user by name

Fetches the details of an existing user by name

Fetch organization by ID

Fetches the details of an existing organization by ID

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 person by email address

Fetches the details of an existing person by email address

Fetch product by name

Fetches the details of an existing product by name

Create estimate

Creates a new estimate

Create item

Creates a new item

Send estimate

Sends an estimate through email

Create contact

Creates a new contact

Create invoice

Creates a new invoice

Send invoice

Sends an invoice through email

Fetch contact

Fetches the details of an existing contact

Fetch invoice

Fetches the details of an existing invoice

Fetch item

Fetches the details of an existing item

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.

What is Alegra?

Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.

Accounting

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.

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Custom functions

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

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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