Integrate Pipedrive with Process Street
Send information between Pipedrive and Process Street automatically, without writing any code, using Zoho Flow.
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Update the details of an existing data set record in Process Street when a new deal is created in Pipedrive
Integrate Pipedrive with Process Street using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically updates the details of an existing data set record in Process Street. 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 a new deal is created in Pipedrive.
- Zoho Flow updates the details of an existing data set record in Process Street.
Update the details of an existing data set record in Process Street when a new deal is created in Pipedrive
Pipedrive + Process Street
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Supported triggers and actions
Integrate Pipedrive and Process Street 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
Task checked
Triggers when a task is checked
Workflow run completed
Triggers when a workflow run is completed
Task ready
Triggers when a task is ready
Workflow run created
Triggers when a new workflow run is created
Data set event occoured
Triggers when a data set event occurs
Task unchecked
Triggers when a task is unchecked
Task checked or unchecked
Triggers when a task is checked or unchecked
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 data set record
Creates a new data set record
Run workflow
Runs a workflow
Update task
Updates the details of an existing task
Update data set record
Updates the details of an existing data set record
Fetch task
Fetches the details of an existing task
Fetch data set record
Fetches the details of an existing data set record
Fetch workflow run
Fetches the details of an existing workflow run by ID or name
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 Process Street?
Process Street is a process management platform that helps businesses create workflows, manage projects, gather insights, create data sets, and more.
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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.
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Technical Engineer, Master Liveaboards
Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.
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Owner, Paul Jozsef Counselling & Coaching
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