Integrate Pipedrive with Zoho Billing

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

Build your own integrations between Pipedrive and Zoho Billing

Connect Pipedrive and Zoho Billing with over 900+ 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 Zoho Billing using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Note added

Triggers when a new note is added

Contact person created

Triggers when a new contact person is created

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal created

Triggers when a new deal is created

Activity created

Triggers when a new activity is created

Note updated

Triggers when an existing note is updated

Organization created

Triggers when a new organization is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal updated

Triggers when any detail of an existing deal is updated

Subscription updated

Triggers when the details of an existing subscription are updated

Subscription reactivated

Triggers when a subscription is reactivated

Subscription marked as unpaid

Triggers when a subscription is marked as unpaid

Invoice created

Triggers when a new invoice is created

Subscription activated

Triggers when a new subscription is activated

Subscription created

Triggers when a new subscription is created

Subscription downgraded

Triggers when a subscription is downgraded

Payment method updated

Triggers when the details of an existing payment method are updated

Payment method removed

Triggers when an existing payment method is removed

Subscription expiry date updated

Triggers when the expiry date of a subscription is updated

Subscription to be renewed

Triggers 5 days before a subscription is to be renewed

Subscription expired

Triggers when a subscription expires

Payment method added

Triggers when a new payment method is added

Payment failed

Triggers when there is an error in processing a payment

Payment successful

Triggers when a payment is processed successfully

Subscription canceled

Triggers when a subscription is canceled

Subscription paused

Triggers when a subscription is paused

Card added

Triggers when a new card is added

Subscription renewed

Triggers when a subscription is renewed

Subscription resumed

Triggers when a subscription is resumed

Product created

Triggers when a new product is created

Subscription upgraded

Triggers when a subscription is upgraded

Invoice updated

Triggers when any detail of an existing invoice is updated

Subscription billing date updated

Triggers when the billing date of a subscription is updated

Subscription deleted

Triggers when a subscription is deleted

Payment refunded

Triggers when a payment is refunded to a customer

All Actions - Actions are the automated tasks

Create notes

Creates a new note for the selected lead, deal, person, or organization

Create contact person

Creates a new contact person for the selected organization

Create product

Creates a new product

Create activity

Creates a new activity

Create organization

Creates a new organization

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update product

Updates the details of an existing product

Update notes

Updates an existing note

Fetch person by name

Fetches the details of an existing person record by name

Fetch organization by name

Fetches the details of an existing organization by name

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch activity

Fetches the details of the user activities

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch product by name

Fetches the details of an existing product by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch person by email address

Fetches the details of an existing person by email address

Update next billing date

Updates the next billing date of an existing subscription

Create coupon

Creates a new coupon

Create customer

Creates a new customer

Send customer statement

Sends an existing customer statement to the specified email addresses

Cancel subscription

Cancels the specified subscription

Request payment method

Sends an email to the specified customer requesting payment details for subscription payment

Enable portal access

Enables portal access for the specified customer

Record customer payment

Records a payment for an existing customer invoice

Create invoice

Creates a new invoice

Create subscription

Creates a new subscription

Associate coupon

Associates a coupon with the selected subscription

Update subscription

Updates the details of an existing subscription

Update customer

Updates the details of an existing customer

Update coupon status

Updates the status of the specified coupon

Update coupon

Updates the details of an existing coupon

Pause subscription

Pauses the specified subscription

Fetch subscription

Fetches the details of an existing subscription

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch scheduled changes

Fetches the scheduled changes of an existing subscription

Fetch customer

Fetches the details of an existing customer

Resume subscription

Resumes the specified subscription

Extend subscription

Extends the specified subscription

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 Zoho Billing?

Zoho Billing helps businesses automate recurring billing and manage subscriptions. Handle customer lifecycles from sign-ups to payments, run promotional campaigns, tackle churn, and more.

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 >

We chose Zoho Flow for its 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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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