Integrate Pipedrive with Zoho WorkDrive

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

Explore prebuilt integration flows to get started

[esc]

Update the share permission for the specified file or folder in Zoho WorkDrive when a new deal is created in Pipedrive

Integrate Pipedrive with Zoho WorkDrive using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically updates the share permission for the specified file or folder in Zoho WorkDrive. 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 updates the share permission for the specified file or folder in Zoho WorkDrive.
+

Update the share permission for the specified file or folder in Zoho WorkDrive when a new deal is created in Pipedrive

Pipedrive + Zoho WorkDrive

[esc]

Fetch the details of an existing data template in Zoho WorkDrive when a new deal is created in Pipedrive

Integrate Pipedrive with Zoho WorkDrive using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically fetches the details of an existing data template in Zoho WorkDrive. 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 fetches the details of an existing data template in Zoho WorkDrive.
+

Fetch the details of an existing data template in Zoho WorkDrive when a new deal is created in Pipedrive

Pipedrive + Zoho WorkDrive

[esc]

Move the specified file or folder to trash in Zoho WorkDrive when a new deal is created in Pipedrive

Integrate Pipedrive with Zoho WorkDrive using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically moves the specified file or folder to trash in Zoho WorkDrive. 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 moves the specified file or folder to trash in Zoho WorkDrive.
+

Move the specified file or folder to trash in Zoho WorkDrive when a new deal is created in Pipedrive

Pipedrive + Zoho WorkDrive

[esc]

Add a new label to the specified resource in Zoho WorkDrive when a new deal is created in Pipedrive

Integrate Pipedrive with Zoho WorkDrive using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically adds a new label to the specified resource in Zoho WorkDrive. 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 adds a new label to the specified resource in Zoho WorkDrive.
+

Add a new label to the specified resource in Zoho WorkDrive when a new deal is created in Pipedrive

Pipedrive + Zoho WorkDrive

Build your own integrations between Pipedrive and Zoho WorkDrive

Connect Pipedrive and Zoho WorkDrive with over 1000+ 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 WorkDrive 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

Folder renamed

Triggers when a folder is renamed

Folder created

Triggers when a new folder is created

File event occurred

Triggers when a new file event has occurred

File updated

Triggers when the details of an existing file are updated

File moved

Triggers when a file is moved from a folder

Folder downloaded

Triggers when a folder is downloaded

File downloaded

Triggers when a file is downloaded

File created

Triggers when a new file is created

Folder event occurred

Triggers when a new folder event has occurred

File renamed

Triggers when a file is renamed

Team folder created

Triggers when a new team folder is created

Folder moved

Triggers when a folder is moved

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

Archive or unarchive team folder

Unfollow file or folder

Unfollows the specified file or folder

Rename file or folder

Renames the specified file or folder

Copy file or folder

Creates a copy of the specified file or folder

Update file or folder share permission

Updates the share permission for the specified file or folder

Update external share link

Updates the customized external share link

Follow file or folder

Follows the specified file or folder for new updates

Move file or folder

Moves the specified file or folder

Fetch file - By keyword

Fetches the details of a file by keyword in the name or content

Fetch folder

Fetches the details of a folder by name

Fetch file - By name

Fetches the details of a file by name

Fetch data template

Fetches the details of an existing data template

Fetch file or folder by ID

Fetches the details of an existing file or folder by ID

Remove label

Removes an existing label from the specified resource

Remove share link

Removes the specified share link

Add group to team folder

Adds a group to the specified team folder

Share file or folder

Shares a file or folder within your organization or external users

Move file or folder to trash

Moves the specified file or folder to trash

Create folder

Creates a new folder in the selected path

Create blank file

Creates a file in the specified folder

Create team folder

Creates a new team folder

Create external share link

Creates a customized external share link

Create collection link

Creates a new collection link

Fetch or create folder

Fetches the details of an existing folder. If the folder does not exist, a new folder is created.

Add label

Adds a new label to the specified resource

Add member to team folder

Adds a member to the specified team folder

Create comment

Creates a new comment in the specified file

Associate data template

Associates an existing data template with the selected file

Create download link

Creates a customized download link for the specified file or folder

Create embed code

Creates an embed code for the specified file or folder

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 WorkDrive?

Zoho WorkDrive is an online file management platform for teams. You can share files with teams and stakeholders, keep track of usage reports, and secure folders with restricted access.

Files Popular Zoho

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY