Integrate Current RMS with Pipedrive
Send information between Current RMS and Pipedrive automatically, without writing any code, using Zoho Flow.
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Create a new deal in Pipedrive when new invoice created in Current RMS
Integrate Current RMS with Pipedrive using Zoho Flow. Whenever new invoice created in Current RMS, Zoho Flow automatically creates a new deal in Pipedrive. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when new invoice created in Current RMS.
- Zoho Flow creates a new deal in Pipedrive.
Create a new deal in Pipedrive when new invoice created in Current RMS
Current RMS + Pipedrive
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Supported triggers and actions
Integrate Current RMS and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when new invoice created
Contact created
Triggers when a new contact created
Purchase order created
Triggers when a new purchase order is added
Activity created
Triggers when a new activity is added
Project created
Triggers when a new project is added
Product created
Triggers when a new product is added
Organization created
Triggers when a new organization is created
Organization updated
Triggers when any detail of an existing organization is updated
Contact person created
Triggers when a new contact person is created
Deal updated
Triggers when any detail of an existing deal is updated
Project created
Triggers when a new project is created
Deal created
Triggers when a new deal is created
Pipeline stage created
Triggers when a new pipeline stage is created
Product updated
Triggers when any detail of an existing product is updated
Pipeline created
Triggers when a new pipeline is created
Project updated
Triggers when any detail of an existing project is updated
Note updated
Triggers when an existing note is updated
Lead updated
Triggers when any detail of an existing lead is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Note created
Triggers when a new note is added
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Activity updated
Triggers when any detail of an existing activity is updated
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create user
Creates a new user with basic details
Create contact
Creates a new contact
Create product
Creates a new product
Create organization
Creates a new organization
Create opportunity
Creates a new opportunity
Create project
Creates a new project
Create invoice
Creates a new invoice
Create venue
Creates a new venue
Fetch contact
Fetches the details of an existing contact
Fetch venue
Fetches the details of an existing venue
Fetch invoice items
Fetches the details of an existing invoice
Fetch product
Fetches the details of an existing product
Fetch project
Fetches the details of an existing project
Fetch organization
Fetches the details of an existing organization
Create contact person
Creates a new contact person
Add products to a deal
Adds multiple products to a deal
Create deal
Creates a new deal
Create lead
Creates a new lead
Create project
Creates a new project
Create activity
Creates a new activity
Create product
Creates a new product
Create organization
Creates a new organization
Create note
Creates a new note for the selected lead, deal, person, or organization
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update project
Updates the details of an existing project
Update activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Fetch lead
Fetches the details of an existing lead
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
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 project
Fetches the details of an existing project
Fetch user
Fetches the details of an existing user
What is Current RMS?
Current RMS is a powerful cloud rental management software platform that lets you manage your entire rental business on the go, from any device and location. It also lets you track inventory, create customized rental documents, allocate labor, and more.
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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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