Integrate Pipedrive with Zoho SalesIQ
Send information between Pipedrive and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Zoho SalesIQ using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Conversation rated
Triggers when a conversation is rated
Conversation attender updated
Triggers when an operator picks up a chat
Conversation transfer initiated
Triggers when a conversation transfer is initiated
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Conversation missed
Triggers when a conversation is missed
Conversation completed
Triggers when a conversation is completed
Department created
Triggers when a new department is created to the specified portal
Conversation participants added
Triggers when participants are invited to the chat
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
Conversation created
Triggers when a new conversation is created
Operator added
Triggers when a new operator is added
Conversation participants deleted
Triggers when a participant is removed from a conversation
All Actions - Actions are the automated tasks
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
Create article
Creates a new article
Send message to latest conversation
Sends a message to the latest conversation
Associate operators to department
Associates operators to the selected department
Enable department
Enables the selected department
Update operator status
Updates the status of an existing operator
Disable department
Disables the selected department
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.
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What is Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
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