Integrate Zoho Connect with Pipedrive
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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.
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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.
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