Integrate Pipedrive with LiquidPlanner
Send information between Pipedrive and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in LiquidPlanner for every deal won in your Pipedrive
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in LiquidPlanner for every deal successfully closed 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 LiquidPlanner.
Create a new project in LiquidPlanner for every deal won in your Pipedrive
Pipedrive + LiquidPlanner
Build your own integrations between Pipedrive and LiquidPlanner
Connect Pipedrive and LiquidPlanner 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 LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Activity created
Triggers when a new activity is created
Product created
Triggers when a new product is created
Activity updated
Triggers when any detail of an existing activity is updated
Pipeline created
Triggers when a new pipeline is created
Product updated
Triggers when any detail of an existing product is updated
Note updated
Triggers when an existing note is updated
Project updated
Triggers when any detail of an existing project is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Lead updated
Triggers when any detail of an existing lead is updated
Lead created
Triggers when a new lead is created
Note created
Triggers when a new note is added
Organization updated
Triggers when any detail of an existing organization is updated
Organization created
Triggers when a new organization is created
Deal updated
Triggers when any detail of an existing deal is updated
Contact person created
Triggers when a new contact person is created
Deal created
Triggers when a new deal is created
Project created
Triggers when a new project is created
Pipeline stage created
Triggers when a new pipeline stage is created
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
All Actions - Actions are the automated tasks
Create note
Creates a new note for the selected lead, deal, person, or organization
Add products to a deal
Adds multiple products to a deal
Create contact person
Creates a new contact person
Create lead
Creates a new lead
Create deal
Creates a new deal
Create activity
Creates a new activity
Create project
Creates a new project
Create organization
Creates a new organization
Create product
Creates a new product
Update lead
Updates the details of an existing lead
Update organization
Updates the details of an existing organization
Update activity
Updates the details of an existing activity
Update project
Updates the details of an existing project
Update contact person
Updates the details of an existing contact person
Update product
Updates the details of an existing product
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 field options
Fetches the specific field options by using its ID or name
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
Fetch activity
Fetches the details of an existing user activity
Fetch contact person
Fetches the details of an existing contact person
Fetch project
Fetches the details of an existing project
Fetch organization
Fetches the details of an existing organization
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create task
Creates a new task
Create package
Creates a new package
Create project
Creates a new project
Create event
Creates a full day event
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 LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
