Integrate Pipedrive with RocketReach

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

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Check the status/progress of a person after they have been looked up in RocketReach when a new deal is created in Pipedrive

Integrate Pipedrive with RocketReach using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically checks the status/progress of a person after they have been looked up in RocketReach. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a new deal is created in Pipedrive.
  2. Zoho Flow checks the status/progress of a person after they have been looked up in RocketReach.
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Check the status/progress of a person after they have been looked up in RocketReach when a new deal is created in Pipedrive

Pipedrive + RocketReach

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Supported triggers and actions

Integrate Pipedrive and RocketReach 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

Fetch people

Fetches the details of a person using name, title, or company

Fetch company

Fetches the details of an existing company by company name, domain, or industry

Check lookup status

Checks the status/progress of a person after they have been looked up

Lookup person

Looks up a prospect profile to retrieve contact information

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 RocketReach?

RocketReach is a contact information platform that helps users gather contact details through emails, phones, and social media.

Email Verification

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.

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You can consider me a low-code person. Anyone, regardless of their knowledge in coding, can automate their business using Zoho Flow. I think that's the beauty of it.

Marian Lylee Pascua

Founder and CEO, Faverton

Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.

Ferdinando Ploschberger

Business Controller & Process Transformation Manager, LMDP (La Maison des parents d’enfants handicapés)

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, Package Mate

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