Integrate Pipedrive with ProductPlan

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

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Supported triggers and actions

Integrate Pipedrive and ProductPlan 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

Parked bar created

Triggers when a new parked bar is created

Roadmap created

Triggers when a new roadmap is created

Planned bar created

Triggers when a new planned bar is created

External link created

Triggers when a new external link is created

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 comment

Creates a new comment

Create external link

Creates a new external link

Create parked bar

Creates a new bar with a status of parked

Update parked bar

Updates the details of an existing parked bar

Update planned bar

Updates the details of an existing planned bar

Update external link

Updates the details of an existing external link

Fetch comment

Fetches the details of an existing comment using ID

Fetch parked bar

Fetches the details of an existing parked bar using ID

Fetch roadmap

Fetches the details of an existing roadmap using ID

Fetch planned bar

Fetches the details of an existing planned bar using ID

Fetch external link

Fetches the details of an existing external link using ID

Fetch planned bar by name

Fetches the details of an existing planned bar using planned bar name

Fetch parked bar by name

Fetches the details of an existing parked bar using parked bar name

Fetch roadmap by name

Fetches the details of an existing roadmap using roadmap name

Fetch external link by name

Fetches the details of an existing external link using external link 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.

What is ProductPlan?

ProductPlan is an easy-to-use roadmap software application that lets product managers build and share beautiful product roadmaps.

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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