Integrate Pipedrive with Grist

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

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Connect Pipedrive and Grist 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 Grist using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity updated

Triggers when any detail of an existing activity is updated

Contact person created

Triggers when a new contact person is created

Note updated

Triggers when an existing note is updated

Deal created

Triggers when a new deal is created

Product created

Triggers when a new product is created

Note created

Triggers when a new note is added

Pipeline stage created

Triggers when a new pipeline stage is created

Pipeline created

Triggers when a new pipeline is created

Product updated

Triggers when any detail of an existing product is updated

Organization updated

Triggers when any detail of an existing organization is updated

Deal updated

Triggers when any detail of an existing deal is updated

Lead updated

Triggers when any detail of an existing lead is updated

Organization created

Triggers when a new organization is created

Lead created

Triggers when a new lead is created

Activity created

Triggers when a new activity is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Record created

Triggers when a new record is created in the selected table

All Actions - Actions are the automated tasks

Create activity

Creates a new activity

Create product

Creates a new project

Create note

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

Create lead

Creates a new lead

Add products to a deal

Adds multiple products to a deal

Create deal

Creates a new deal

Create contact person

Creates a contact new person

Create organization

Creates a new organization

Update lead

Updates the details of an existing lead

Update activity

Updates the details of an existing activity

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update product

Updates the details of an existing product

Update deal

Updates the details of an existing deal

Fetch activity

Fetches the details of an existing user activity

Fetch deal

Fetches the details of an existing deal

Fetch field options

Fetches the specific field options by using its ID or name

Fetch organization

Fetches the details of an existing organization

Fetch product

Fetches the details of an existing product

Fetch user

Fetches the details of an existing user

Fetch contact person

Fetches the details of an existing contact person

Fetch lead

Fetches the details of an existing lead

Create document

Creates a new document

Create record

Creates a new record in the selected table

Update record

Updates the details of an existing record

Update document

Updates the details of an existing document

Fetch organization

Fetches the details of an existing organization using ID or domain name

Fetch workspace

Fetches the details of an existing workspace using ID

Fetch document

Fetches the details of an existing document using 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.

What is Grist?

Grist is a cloud-based spreadsheet and database management application. It offers a simple database builder, granular access controls, dynamic reports, and more.

Spreadsheet

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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