Integrate Freshsales with Pipedrive

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

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Supported triggers and actions

Integrate Freshsales and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New account

Triggers when a new account is created in the selected view

New lead

Triggers when a new lead is created in the selected view

New deal

Triggers when a new deal is created in the selected view

New contact

Triggers when a new contact is created in the selected view

Note created

Triggers when a new note is added

Pipeline stage created

Triggers when a new pipeline stage is created

Deal created

Triggers when a new deal is created

Product created

Triggers when a new product is created

Contact person created

Triggers when a new contact person is created

Note updated

Triggers when an existing note is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Activity updated

Triggers when any detail of an existing activity is updated

Lead created

Triggers when a new lead is created

Activity created

Triggers when a new activity is created

Lead updated

Triggers when any detail of an existing lead is updated

Organization created

Triggers when a new organization is created

Organization updated

Triggers when any detail of an existing organization is updated

Deal updated

Triggers when any detail of an existing deal is updated

Pipeline created

Triggers when a new pipeline is created

Product updated

Triggers when any detail of an existing product is updated

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Add note to lead

Adds a note to the selected lead

Create contact

Creates a new contact

Create lead

Creates a new lead

Add note to contact

Adds a note to the selected contact

Update contact

Updates the details of an existing contact

Update lead

Updates the details of an existing lead

Convert lead

Converts a lead to contact

Fetch contact by email address

Fetches the details of a existing contact by email

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch lead by email address

Fetches the details of an existing lead by email

Create organization

Creates a new organization

Create contact person

Creates a contact new person

Add products to a deal

Adds multiple products to a deal

Create deal

Creates a new deal

Create note

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

Create lead

Creates a new lead

Create activity

Creates a new activity

Create product

Creates a new project

Update activity

Updates the details of an existing activity

Update contact person

Updates the details of an existing contact person

Update lead

Updates the details of an existing lead

Update deal

Updates the details of an existing deal

Update organization

Updates the details of an existing organization

Update product

Updates the details of an existing product

Fetch lead

Fetches the details of an existing lead

Fetch user

Fetches the details of an existing user

Fetch contact person

Fetches the details of an existing contact person

Fetch organization

Fetches the details of an existing organization

Fetch product

Fetches the details of an existing product

Fetch deal

Fetches the details of an existing deal

Fetch field options

Fetches the specific field options by using its ID or name

Fetch activity

Fetches the details of an existing user activity

What is Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

CRM

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.

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.

Learn more >

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Technical Engineer, Master Liveaboards

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