Integrate Pipedrive with Syncro

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

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Supported triggers and actions

Integrate Pipedrive and Syncro using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Note updated

Triggers when an existing note is updated

Deal created

Triggers when a new deal is created

Note added

Triggers when a new note is added

Pipeline created

Triggers when a new pipeline is created

Lead created

Triggers when a new lead is created

Deal updated

Triggers when the details of an existing deal is updated

Activity updated

Triggers when the details of an existing activity is updated

Organization created

Triggers when a new organization is created

Activity created

Triggers when a new activity is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person updated

Triggers when the details of an existing contact person is updated

Lead updated

Triggers when the details of an existing lead is updated

Contact person created

Triggers when a new contact person is created

Appointment added

Triggers when a new appointment is added

Ticket added

Triggers when a new ticket is added

Item added

Triggers when a new item is added

Customer added

Triggers when a new customer is added

Payment created

Triggers when a new payment is created

Product added

Triggers when a new product is added

Asset created

Triggers when a new asset is created

Vendor added

Triggers when a new vendor is added

RMM alert created

Triggers when a new RMM alert is created

Invoice added

Triggers when a new invoice is added

Contract added

Triggers when a new contract is added

Contact added

Triggers when a new contact is added

Purchase order created

Triggers when a new purchase order is created

Lead added

Triggers when a new lead is added

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create project

Creates a new project

Create notes

Creates a new note for the selected lead, deal, person, or organization

Create deal

Creates a new deal

Create product

Creates a new product

Create organization

Creates a new organization

Update deal

Updates the details of an existing deal

Create activity

Creates a new activity

Create contact person

Creates a new contact person for the selected organization

Update lead

Updates the details of an existing lead

Update activity

Updates the details of an existing activity

Update organization

Updates the details of an existing organization

Update product

Updates the details of an existing product

Update contact person

Updates the details of an existing contact person

Update notes

Updates the details of an existing note

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch person by email address

Fetches the details of an existing person by email address

Fetch person by name

Fetches the details of an existing person record by name

Fetch activity

Fetches the details of an existing user activity

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch product by name

Fetches the details of an existing product by name

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by title

Fetches the details of an existing deal by title

Create ticket

Creates a ticket

Create vendor

Creates a vendor

Create payment

Creates a new payment

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Create lead

Creates a new lead

Create contract

Creates a new contract

Create customer

Creates a new customer

Create product

Creates a new product

Create appointment

Creates a new appointment

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 Syncro?

Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.

CRM Helpdesk ITSM

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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Technical and Operations Head, TruAct

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