Integrate Pipedrive with Lucid Meetings
Send information between Pipedrive and Lucid Meetings automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Lucid Meetings 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
Meeting ends
Triggers when a meeting ends
New meeting
Triggers when a new meeting is scheduled
New action item
Triggers when a new action item is created
Meeting starts
Triggers when a meeting starts
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 meeting
Creates a new meeting
Create action item
Creates a new action item in the selected room
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 Lucid Meetings?
Lucid Meetings is an online meeting management platform. You can take shared notes in real time, conduct template-driven meetings, and search online for records of all past meetings.
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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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