Integrate Pipedrive with ServiceDesk MSP On-Premises

Send information between Pipedrive and ServiceDesk MSP On-Premises automatically, without writing any code, using Zoho Flow.

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Associate an existing request with the specified problem in ServiceDesk MSP On-Premises when a new deal is created in Pipedrive

Integrate Pipedrive with ServiceDesk MSP On-Premises using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically associates an existing request with the specified problem in ServiceDesk MSP On-Premises. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a new deal is created in Pipedrive.
  2. Zoho Flow associates an existing request with the specified problem in ServiceDesk MSP On-Premises.
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Associate an existing request with the specified problem in ServiceDesk MSP On-Premises when a new deal is created in Pipedrive

Pipedrive + ServiceDesk MSP On-Premises

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Supported triggers and actions

Integrate Pipedrive and ServiceDesk MSP On-Premises 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

Request updated

Triggers when the details of an existing request are updated

Request created in template

Triggers when a new request is created in the selected template

Request created from an account

Triggers when a new request is created from an account

Request created

Triggers when a new request is created

Request updated from an account

Triggers when the details of an existing request is updated from an account

Request updated in template

Triggers when the details of an existing request is updated in the selected template

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

Update problem

Updates the details of an existing problem

Update change

Updates the details of an existing change

Update request

Updates the details of an existing request

Fetch problem

Fetches the details of an existing problem by ID

Fetch change

Fetches the details of an existing change by display ID

Fetch request - By ID

Fetches the details of an existing request by ID

Associate request with problem

Associates an existing request with the specified problem

Create request note

Creates a note for the selected request

Create problem

Creates a new problem

Create change

Creates a new change

Create request

Creates a new request

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 ServiceDesk MSP On-Premises?

ManageEngine ServiceDesk MSP on-prem is help desk software with asset management that enables managed service providers (MSP) to support their customers more efficiently.

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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