Integrate Pipedrive with Zoho Marketing Automation

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

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Supported triggers and actions

Integrate Pipedrive and Zoho Marketing Automation 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

Lead removed from list

Triggers when a lead is removed from the selected list

Lead added to list

Triggers when a lead is added to the selected list

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

Add lead score

Adds lead score for the specified email address

Create list

Creates a new list

Create or update lead

Creates a new lead or updates the details of an existing lead

Clone campaign

Clones an existing campaign

Add lead to journey

Adds the specified lead to a journey

Create lead tag

Creates a new lead tag

Send email campaign

Sends an existing email campaign

Tag lead

Adds the specified tag to a lead

Update list

Updates the details of an existing list

Unsubscribe lead

Removes a lead from the selected list

Untag lead

Removes the specified tag from a lead

Move lead to do-not-mail list

Moves the specified lead to the do-not-mail list

Fetch lead

Fetches the details of an existing lead by email address

Delete tag

Deletes an existing tag

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 Marketing Automation?

Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.

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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