Integrate Pipedrive with Endorsal

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

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Supported triggers and actions

Integrate Pipedrive and Endorsal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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 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

Create testimonial

Creates a new testimonial

Create tag

Creates a new tag

Create contact

Creates a new contact

Update tag

Updates the details of an existing tag

Update testimonial

Updates the details of an existing testimonial

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using contact ID

Fetch campaign

Fetches the details of an existing campaign using campaign ID

Fetch testimonial

Fetches the details of an existing testimonial using testimonial ID

Fetch widget

Fetches the details of an existing widget using widget ID

Fetch tag

Fetches the details of an existing tag using tag ID

Find contact by name

Finds the details of an existing contact using name

Find contact by email address

Finds the details of an existing contact using email address

Find testimonial by name

Finds the details of an existing testimonial using name

Find testimonial by email address

Finds the details of an existing testimonial using email address

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.

What is Endorsal?

Endorsal is an application that helps you automate your customer testimony collection process. It can automatically request reviews via email and SMS, display reviews on any website, share your best reviews to social networks, and more.

Reviews

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Webhook triggers

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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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Owner, Paul Jozsef Counselling & Coaching

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Operations Manager, Relay Inc.

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