Integrate Pipedrive with CleverReach

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

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when any detail of an existing deal is updated

Contact person created

Triggers when a new contact person is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal created

Triggers when a new deal is created

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Activity created

Triggers when a new activity is created

Organization created

Triggers when a new organization is created

New list

Triggers when new list is created

New subscription

Triggers when new subscriber is added to the selected list

New unsubscription

Triggers when someone unsubscribes from the selected list

All Actions - Actions are the automated tasks

Create organization

Creates a new organization

Create deal

Creates a new deal

Create notes

Creates notes for the selected deal

Create product

Creates a new product

Create activity

Creates a new activity

Update deal

Updates the details of an existing deal

Create contact person

Creates a new contact person for the selected organization

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update notes

Updates existing notes

Fetch deal by ID

Fetches the details of an existing deal by ID

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 person by ID

Fetches the details of an existing person record by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch product by name

Fetches the details of an existing product by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Add or update subscriber

Adds or updates a subscriber in the selected list

Unsubscribe email

Unsubscribes an email address from the selected list

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.

CRM Email

What is CleverReach?

CleverReach is an email marketing platform with multilingual interface. With features like bounce management and template engine, you can ensure better deliverability.

Bulid 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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Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Know more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Know more

Toto

Technical Engineer, Master Liveaboards

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