Integrate Pipedrive with Zoho SalesIQ

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

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Supported triggers and actions

Integrate Pipedrive and Zoho SalesIQ 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

Conversation participants added

Triggers when participants are invited to the chat

Conversation transfer initiated

Triggers when a conversation transfer is initiated

Conversation rated

Triggers when a conversation is rated

Conversation attender updated

Triggers when an operator picks up a chat

Conversation missed

Triggers when a conversation is missed

Conversation transfer accepted

Triggers when a transferred chat is accepted by the operator

Department created

Triggers when a new department is created to the specified portal

Conversation completed

Triggers when a conversation is completed

Operator added

Triggers when a new operator is added

Conversation participants deleted

Triggers when a participant is removed from a conversation

Conversation transfer rejected

Triggers when a transferred chat is rejected by the operator

Conversation created

Triggers when a new conversation is created

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

Associate operators to department

Associates operators to the selected department

Create article

Creates a new article

Enable department

Enables the selected department

Update operator status

Updates the status of an existing operator

Disable department

Disables the selected department

Send message to latest conversation

Sends a message to the latest conversation

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 SalesIQ?

Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.

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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