Integrate Pipedrive with Fieldbook
Send information between Pipedrive and Fieldbook automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Fieldbook 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
Updated Row
Triggers when a row is updated in the selected sheet
New Row
Triggers when a new row is added to the selected sheet
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 Row
Creates a new row in the selected sheet
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.
Similar apps
What is Fieldbook?
Fieldbook is database software that helps you organize data into spreadsheets. You can link your sheets together, collaborate with your team, and import, edit, or add data.
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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.
Learn more >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.
Toto
Technical Engineer, Master Liveaboards
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Syncify
We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.
Owain ap Rees
Director of Sales, Barings Law
