Integrate Pipedrive with Zoho CRM

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

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Supported triggers and actions

Integrate Pipedrive and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact person updated

Triggers when any detail of an existing contact person is updated

Organization created

Triggers when a new organization is created

Deal created

Triggers when a new deal is created

Deal updated

Triggers when any detail of an existing deal is updated

Activity updated

Triggers when any detail of an existing activity is updated

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Activity created

Triggers when a new activity is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

Entry created or updated

Triggers when a record entry is created or updated

New note

Triggers when a new note is added

Updated deal

Triggers when an existing deal is updated

New user

Triggers when a new user is created

New module

Triggers when a new module is created

User created or updated

Triggers when the details of an existing user are created or updated

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create contact person

Creates a new contact person for the selected organization

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Create deal

Creates a new deal

Create organization

Creates a new organization

Create activity

Creates a new activity

Update activity

Updates the details of an existing activity

Update notes

Updates existing notes

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch activity

Fetches the details of the user activities

Fetch person by email address

Fetches the details of an existing person by email address

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch product by name

Fetches the details of an existing product by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch deal by title

Fetches the details of an existing deal by title

Fetch user by name

Fetches the details of an existing user by name

Add note

Adds a note to the selected module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send email template

Sends an email to the specified users

Send mail merge

Sends a mail merge with details of the selected record

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Update related module entry

Relates an entry in this module with an entry in another module

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Add tags

Adds tags to the specified record

Remove tags

Removes tags from the specified record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update module entry

Updates the specified module entry

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Raise signal

Raises a signal to Zoho CRM

Update user

Updates the details of an existing user based on user ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch inventory template

Fetches an inventory template using ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch event

Fetches an event by its title or unique ID

Fetch email template

Fetches an email template by name

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches a user by name or email address

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

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 Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

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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Sales Director, Artico

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Director, Perth Security Services

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