Integrate Pipedrive with ServiceDesk MSP On-Premises

Send information between Pipedrive and ServiceDesk MSP On-Premises automatically, without writing any code, using Zoho Flow.

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Associate an existing request with the specified problem in ServiceDesk MSP On-Premises when a new deal is created in Pipedrive

Integrate Pipedrive with ServiceDesk MSP On-Premises using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically associates an existing request with the specified problem in ServiceDesk MSP On-Premises. 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 associates an existing request with the specified problem in ServiceDesk MSP On-Premises.
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Associate an existing request with the specified problem in ServiceDesk MSP On-Premises when a new deal is created in Pipedrive

Pipedrive + ServiceDesk MSP On-Premises

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Supported triggers and actions

Integrate Pipedrive and ServiceDesk MSP On-Premises 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

Request created in template

Triggers when a new request is created in the selected template

Request created from an account

Triggers when a new request is created from an account

Request updated from an account

Triggers when the details of an existing request is updated from an account

Request created

Triggers when a new request is created

Request updated in template

Triggers when the details of an existing request is updated in the selected template

Request updated

Triggers when the details of an existing request are updated

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 request - By ID

Fetches the details of an existing request by ID

Fetch change

Fetches the details of an existing change by display ID

Create request

Creates a new request

Create change

Creates a new change

Associate request with problem

Associates an existing request with the specified problem

Create request note

Creates a note for the selected request

Create problem

Creates a new problem

Update request

Updates the details of an existing request

Update problem

Updates the details of an existing problem

Update change

Updates the details of an existing change

Fetch problem

Fetches the details of an existing problem by ID

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 ServiceDesk MSP On-Premises?

ManageEngine ServiceDesk MSP on-prem is help desk software with asset management that enables managed service providers (MSP) to support their customers more efficiently.

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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Zoho Flow has streamlined our data management. We no longer have to worry about handwritten notes, transcription errors and data loss. It has eliminated the need to manually process data by ensuring it syncs automatically and in real time.

Karine McGraw

Deputy Director, Punta Galea

Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.

Frank Cowell

Founder and CEO, Spaghetti Agency

With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.

Hitesh Matlani

Director - Business Development and Operations, Package Mate

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