Integrate Zoho Connect with Pipedrive

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

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Supported triggers and actions

Integrate Zoho Connect and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Announcement comment created

Triggers when a new comment is created in announcements

Announcement created

Triggers when a new announcement is created

Task updated

Triggers when the details of an existing task is updated

Task status changed

Triggers when the status of an existing task is updated

New task created

Triggers when a new task is created

Status created

Triggers when a new conversation is posted

Member added in group

Triggers when a member added to group

Member removed from board

Triggers when a member is removed from a board

Task completed

Triggers when a task is completed in selected board

Task section changed

Triggers when a task section is changed within the board.

User mentioned in post

Triggers when the configuration user is mentioned in a conversation

Event created

Triggers when a new event is created

Idea created

Triggers when a new idea is created

Member added in network

Triggers when a new member added to the selected network

Task reminder

Triggers when a task is created with a reminder

Event updated

Triggers when the details of an existing event is updated

Event invited

Triggers when an invitee is added to an event

Task open

Triggers when a task status is marked as open

Task unassigned

Triggers when a task is unassigned

Board created

Triggers when a new board is created

Forum created

Triggers when a new forum is created

Announcement updated

Triggers when the details of an existing announcement is updated

Group created

Triggers when a new group is created

Idea updated

Triggers when the details of an existing idea are updated

Forum updated

Triggers when an existing forum post is updated

Member removed from network

Triggers when a new member is removed from the selected network

Task assigned

Triggers when a task is assigned

Question created

Triggers when a new questions is created

User mentioned in comment

Triggers when the configuration user is mentioned in a conversation comment

New checklist created

Triggers when a new checklist is created

Poll created

Triggers when a new poll is created

Idea status updated

Triggers when the details of an existing idea status are updated

Member added in board

Triggers when a member is added to a board

Product created

Triggers when a new product is created

Contact person created

Triggers when a new contact person is created

Pipeline stage created

Triggers when a new pipeline stage is created

Deal created

Triggers when a new deal is created

Product updated

Triggers when any detail of an existing product is updated

Note created

Triggers when a new note is added

Deal updated

Triggers when any detail of an existing deal is updated

Pipeline created

Triggers when a new pipeline is created

Organization created

Triggers when a new organization is created

Organization updated

Triggers when any detail of an existing organization is updated

Activity created

Triggers when a new activity is created

Lead updated

Triggers when any detail of an existing lead is updated

Activity updated

Triggers when any detail of an existing activity is updated

Lead created

Triggers when a new lead is created

Note updated

Triggers when an existing note is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

All Actions - Actions are the automated tasks

Create private event

Creates a new private event

Add member to board

Adds a member to the selected board

Create group

Creates a new group in the selected network

Create forum post

Creates a new forum post

Invite user

Invites a user to the selected network

Create board

Creates a new board

Create conversation

Creates a new conversation in the selected group

Create checklist

Creates a checklist for the specified task

Add comment in post

Adds a comment in the specified post

Create private task

Creates a new private task

Create group event

Creates a new group event

Add member to group

Adds a member to the selected group

Add comment in task

Adds a comment in the specified task

Create task in section

Creates a new task in the selected section

Create board from board template

Creates a new board from an existing saved template

Archive group

Archives the selected group

Unarchive group

Unarchives the selected group

Archive board

Archives the selected board

Archive task

Archives the selected task

Unarchive board

Unarchives the selected board

Fetch post

Fetch the details of an existing post by ID

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

Create note

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

Create lead

Creates a new lead

Create contact person

Creates a contact new person

Create activity

Creates a new activity

Create product

Creates a new project

Create organization

Creates a new organization

Add products to a deal

Adds multiple products to a deal

Create deal

Creates a new deal

Update organization

Updates the details of an existing organization

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Update activity

Updates the details of an existing activity

Update deal

Updates the details of an existing deal

Update contact person

Updates the details of an existing contact person

Fetch lead

Fetches the details of an existing lead

Fetch user

Fetches the details of an existing user

Fetch deal

Fetches the details of an existing deal

Fetch contact person

Fetches the details of an existing contact person

Fetch activity

Fetches the details of an existing user activity

Fetch organization

Fetches the details of an existing organization

Fetch product

Fetches the details of an existing product

Fetch field options

Fetches the specific field options by using its ID or name

What is Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

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.

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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