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

Contact person updated

Triggers when the details of an existing contact person is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Lead updated

Triggers when the details of an existing lead is updated

Note updated

Triggers when an existing note is updated

Note added

Triggers when a new note is added

Deal created

Triggers when a new deal is created

Lead created

Triggers when a new lead is created

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when the details of an existing activity is updated

Deal updated

Triggers when the details of an existing deal is updated

Activity created

Triggers when a new activity is created

Organization created

Triggers when a new organization is created

Payment created

Triggers when a new payment is created

Vendor added

Triggers when a new vendor is added

Purchase order created

Triggers when a new purchase order is created

Ticket added

Triggers when a new ticket is added

RMM alert created

Triggers when a new RMM alert is created

Invoice added

Triggers when a new invoice is added

Item added

Triggers when a new item is added

Product added

Triggers when a new product is added

Contract added

Triggers when a new contract is added

Lead added

Triggers when a new lead is added

Asset created

Triggers when a new asset is created

Appointment added

Triggers when a new appointment is added

Customer added

Triggers when a new customer is added

Contact added

Triggers when a new contact is added

All Actions - Actions are the automated tasks

Create organization

Creates a new organization

Create product

Creates a new product

Create activity

Creates a new activity

Update deal

Updates the details of an existing deal

Create lead

Creates a new lead

Create contact person

Creates a new contact person for the selected organization

Create notes

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

Create project

Creates a new project

Create deal

Creates a new deal

Update activity

Updates the details of an existing activity

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Update notes

Updates the details of an existing note

Update contact person

Updates the details of an existing contact person

Fetch lead

Fetch the details of an existing lead by ID or title

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

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 person by email address

Fetches the details of an existing person by email address

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch activity

Fetches the details of an existing user activity

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch product by name

Fetches the details of an existing product by name

Fetch person by ID

Fetches the details of an existing person record by ID

Create invoice

Creates a new invoice

Create appointment

Creates a new appointment

Create product

Creates a new product

Create payment

Creates a new payment

Create contact

Creates a new contact

Create vendor

Creates a vendor

Create lead

Creates a new lead

Create ticket

Creates a ticket

Create contract

Creates a new contract

Create customer

Creates a new customer

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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