Integrate Pipedrive with Shortcut
Send information between Pipedrive and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Shortcut for every deal won in your Pipedrive
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Shortcut for every deal won in your 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 Shortcut.
Create a new project in Shortcut for every deal won in your Pipedrive
Pipedrive + Shortcut
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Supported triggers and actions
Integrate Pipedrive and Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product updated
Triggers when any detail of an existing product is updated
Lead updated
Triggers when any detail of an existing lead is updated
Deal updated
Triggers when any detail of an existing deal is updated
Note created
Triggers when a new note is added
Product created
Triggers when a new product is created
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Activity updated
Triggers when any detail of an existing activity is updated
Deal created
Triggers when a new deal is created
Note updated
Triggers when an existing note is updated
Lead created
Triggers when a new lead is created
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Activity created
Triggers when a new activity is created
Organization updated
Triggers when any detail of an existing organization is updated
Project created
Triggers when a new project is created
Comment added
Triggers when a new comment is added
Milestone created
Triggers when a new milestone is created
Epic created
Triggers when a new epic is created
Story created
Triggers when a new story is created in a project
All Actions - Actions are the automated tasks
Add products to a deal
Adds multiple products to a deal
Create lead
Creates a new lead
Create deal
Creates a new deal
Create product
Creates a new project
Create activity
Creates a new activity
Create note
Creates a new note for the selected lead, deal, person, or organization
Create organization
Creates a new organization
Create contact person
Creates a contact new person
Update product
Updates the details of an existing product
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Update organization
Updates the details of an existing organization
Update contact person
Updates the details of an existing contact person
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 contact person
Fetches the details of an existing contact person
Fetch field options
Fetches the specific field options by using its ID or name
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch organization
Fetches the details of an existing organization
Fetch activity
Fetches the details of an existing user activity
Create epic
Creates a new epic
Create milestone
Creates a new milestone
Create project
Creates a new project
Create comment
Creates a new comment in a selected story
Create team
Creates a new team
Create label
Creates a new label
Create category
Creates a new category
Create iteration
Creates a new iteration
Create story
Creates a new story in the selected project
Update epic
Updates the details of an existing epic
Update iteration
Update details of an existing iteration
Update label
Updates the details of an existing label
Update team
Update details of an existing team
Update story
Updates the details of an existing story
Fetch epic
Fetch the details of an existing epic using ID
Fetch team
Fetch the details of an existing team 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.
Similar apps
What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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