

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


Create a project within Forecast for every accomplished deal in Pipedrive
Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Forecast 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 Forecast.


Create a project within Forecast for every accomplished deal in Pipedrive
Pipedrive + Forecast

Build your own integrations between Pipedrive and Forecast
Connect Pipedrive and Forecast with over 1000+ 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 Forecast 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 person
Triggers when a new person is added

New time entry
Triggers when a new time entry is created in the selected project

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

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

New client
Triggers when a new client is created

New task
Triggers when a new card is created in the selected project

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

New project
Triggers when a new project 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 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 project
Creates a new project

Create time registration
Creates a new time registration

Create task
Creates a new task

Create label
Creates a new label

Add person
Adds a new person

Create client
Creates a new client

Create sprint
Creates a new sprint in the selected project

Create milestone
Creates a new milestone in the selected project

Create subtask
Creates a new sub task/to-do

Fetch label
Fetches an existing label by 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.
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >