Integrate Agile CRM with Pipedrive

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

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Supported triggers and actions

Integrate Agile CRM and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Organization created

Triggers when a new organization is created

Deal created

Triggers when a new deal 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

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 created

Triggers when a new activity is created

All Actions - Actions are the automated tasks

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Contact

Creates a new contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Create Deal

Creates a new deal

Create product

Creates a new product

Create contact person

Creates a new contact person for the selected organization

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Create deal

Creates a new deal

Create organization

Creates a new organization

Create activity

Creates a new activity

Update activity

Updates the details of an existing activity

Update notes

Updates existing notes

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch activity

Fetches the details of the user activities

Fetch person by email address

Fetches the details of an existing person by email address

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch product by name

Fetches the details of an existing product by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch deal by title

Fetches the details of an existing deal by title

Fetch user by name

Fetches the details of an existing user by name

What is Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

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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In other words, 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 the 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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