Integrate Active Collab with Pipedrive
Send information between Active Collab and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Active Collab for every deal won in Pipedrive
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Active Collab for every deal won in your Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new project in Active Collab.
Create a new project in Active Collab for every deal won in Pipedrive
Pipedrive + Active Collab
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Supported triggers and actions
Integrate Active Collab and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task list created
Triggers when a new task list is created in a project
Task updated
Triggers when the details of an existing task is updated
Comment added
Triggers when a comment is added to an object
Task moved
Triggers when a task is moved from one task list to another
Task closed
Triggers when a task is closed
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Contact person created
Triggers when a new contact person is created
Organization created
Triggers when a new organization is created
Deal updated
Triggers when any detail of an existing deal is updated
Activity updated
Triggers when any detail of an existing activity is updated
Deal created
Triggers when a new deal is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Pipeline created
Triggers when a new pipeline is created
Note updated
Triggers when an existing note is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Activity created
Triggers when a new activity is created
Note added
Triggers when a new note is added
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create task
Creates a new task
Add comment to discussion
Adds a new comment to discussion
Add comment to task
Creates a new comment in the selected task
Create project
Creates a new project
Move task
Moves the specified task to the selected task list
Fetch user
Fetches the details of an existing user by email address
Fetch task
Fetches the details of an existing task
Create product
Creates a new product
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Create activity
Creates a new activity
Create organization
Creates a new organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create contact person
Creates a new contact person for the selected organization
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Update notes
Updates an existing note
Update activity
Updates the details of an existing activity
Update contact person
Updates the details of an existing contact person
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch person by email address
Fetches the details of an existing person by email address
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch product by name
Fetches the details of an existing product by name
Fetch user by name
Fetches the details of an existing user by name
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by name
Fetches the details of an existing person record by name
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by phone
Fetches the details of an existing person record by phone number
Fetch activity
Fetches the details of the user activities
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
Similar apps
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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