

Integrate Pipedrive with Easy Projects
Send information between Pipedrive and Easy Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Generate a new project in Easy Projects for every deal successfully closed in Pipedrive
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Easy Projects for every deal won in 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 Easy Projects.


Generate a new project in Easy Projects for every deal successfully closed in Pipedrive
Pipedrive + Easy Projects

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Supported triggers and actions
Integrate Pipedrive and Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Note updated
Triggers when an existing note is updated

Note added
Triggers when a new note is added

Pipeline stage created
Triggers when a new pipeline stage is created

Contact person created
Triggers when a new contact person is created

Lead updated
Triggers when the details of an existing lead is updated

Deal updated
Triggers when the details of an existing deal is updated

Activity created
Triggers when a new activity is created

Organization created
Triggers when a new organization is created

Contact person updated
Triggers when the details of an existing contact person is updated

Deal created
Triggers when a new deal is created

Lead created
Triggers when a new lead is created

Pipeline created
Triggers when a new pipeline is created

Activity updated
Triggers when the details of an existing activity is updated

New activity message
Triggers when a new message is posted in the selected activity

New project
Triggers when a new project is created

New project message
Triggers when a new message is posted in the selected project

Updated project
Triggers when an existing project is updated

New user
Triggers when a new user is created

New project activity
Triggers when a new activity is created in the selected project

New customer
Triggers when a new customer is created

Updated activity
Triggers when an existing activity is updated

New activity
Triggers when a new activity is created

New time log
Triggers when a time log is created

Updated time log
Triggers when an existing time log is updated
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 organization
Creates a new organization

Create product
Creates a new product

Create activity
Creates a new activity

Create contact person
Creates a new contact person for the selected organization

Create project
Creates a new project

Create lead
Creates a new lead

Create deal
Creates a new deal

Update product
Updates the details of an existing product

Update organization
Updates the details of an existing organization

Update notes
Updates the details of an existing note

Update contact person
Updates the details of an existing contact person

Update activity
Updates the details of an existing activity

Update lead
Updates the details of an existing lead

Fetch user by name
Fetches the details of an existing user by name

Fetch organization by name
Fetches the details of an existing organization by name

Fetch person by name
Fetches the details of an existing person record by name

Fetch person by email address
Fetches the details of an existing person by email address

Fetch lead
Fetch the details of an existing lead by ID or title

Fetch deal by title
Fetches the details of an existing deal by title

Fetch product by name
Fetches the details of an existing product by name

Fetch person by ID
Fetches the details of an existing person record by ID

Fetch person by phone number
Fetches the details of an existing person by phone number

Fetch activity
Fetches the details of an existing user activity

Fetch deal by ID
Fetches the details of an existing deal by ID

Fetch organization by ID
Fetches the details of an existing organization by ID

Create time log
Creates a new time log

Create customer
Creates a new customer

Create activity
Creates a new activity

Post activity message
Posts a new message in an activity

Update user
Updates the details of an existing user

Create User
Creates a new user

Create project
Creates a new project

Post project message
Posts a new message in a project

Update customer
Updates the details of an existing customer

Update activity
Updates an existing activity

Update project
Updates an existing project

Update time log
Updates an existing time log

Fetch time log
Fetches an existing time log by its unique ID

Fetch activity
Fetches an existing activity by its unique ID

Fetch project
Fetches an existing project by its unique ID
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 Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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