Integrate Pipedrive with Zoho WorkDrive
Send information between Pipedrive and Zoho WorkDrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Update the share permission for the specified file or folder in Zoho WorkDrive when a new deal is created in Pipedrive
Integrate Pipedrive with Zoho WorkDrive using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically updates the share permission for the specified file or folder in Zoho WorkDrive. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow updates the share permission for the specified file or folder in Zoho WorkDrive.
Update the share permission for the specified file or folder in Zoho WorkDrive when a new deal is created in Pipedrive
Pipedrive + Zoho WorkDrive
Fetch the details of an existing data template in Zoho WorkDrive when a new deal is created in Pipedrive
Integrate Pipedrive with Zoho WorkDrive using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically fetches the details of an existing data template in Zoho WorkDrive. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow fetches the details of an existing data template in Zoho WorkDrive.
Fetch the details of an existing data template in Zoho WorkDrive when a new deal is created in Pipedrive
Pipedrive + Zoho WorkDrive
Move the specified file or folder to trash in Zoho WorkDrive when a new deal is created in Pipedrive
Integrate Pipedrive with Zoho WorkDrive using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically moves the specified file or folder to trash in Zoho WorkDrive. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow moves the specified file or folder to trash in Zoho WorkDrive.
Move the specified file or folder to trash in Zoho WorkDrive when a new deal is created in Pipedrive
Pipedrive + Zoho WorkDrive
Add a new label to the specified resource in Zoho WorkDrive when a new deal is created in Pipedrive
Integrate Pipedrive with Zoho WorkDrive using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically adds a new label to the specified resource in Zoho WorkDrive. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow adds a new label to the specified resource in Zoho WorkDrive.
Add a new label to the specified resource in Zoho WorkDrive when a new deal is created in Pipedrive
Pipedrive + Zoho WorkDrive
Build your own integrations between Pipedrive and Zoho WorkDrive
Connect Pipedrive and Zoho WorkDrive with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and Zoho WorkDrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Organization created
Triggers when a new organization is created
Contact person created
Triggers when a new contact person is created
Deal updated
Triggers when any detail of an existing deal is updated
Organization updated
Triggers when any detail of an existing organization is updated
Note created
Triggers when a new note is added
Lead created
Triggers when a new lead is created
Lead updated
Triggers when any detail of an existing lead is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Project created
Triggers when a new project is created
Deal created
Triggers when a new deal is created
Project updated
Triggers when any detail of an existing project is updated
Note updated
Triggers when an existing note is updated
Product updated
Triggers when any detail of an existing product is updated
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when any detail of an existing activity is updated
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
Team folder created
Triggers when a new team folder is created
Folder moved
Triggers when a folder is moved
File moved
Triggers when a file is moved from a folder
Folder downloaded
Triggers when a folder is downloaded
File downloaded
Triggers when a file is downloaded
File created
Triggers when a new file is created
Folder event occurred
Triggers when a new folder event has occurred
File renamed
Triggers when a file is renamed
Folder renamed
Triggers when a folder is renamed
Folder created
Triggers when a new folder is created
File event occurred
Triggers when a new file event has occurred
File updated
Triggers when the details of an existing file are updated
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact person
Creates a new contact person
Add products to a deal
Adds multiple products to a deal
Create note
Creates a new note for the selected lead, deal, person, or organization
Create product
Creates a new product
Create organization
Creates a new organization
Create project
Creates a new project
Create activity
Creates a new activity
Update project
Updates the details of an existing project
Update activity
Updates the details of an existing activity
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch field options
Fetches the specific field options by using its ID or name
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Fetch organization
Fetches the details of an existing organization
Fetch project
Fetches the details of an existing project
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Create download link
Creates a customized download link for the specified file or folder
Create embed code
Creates an embed code for the specified file or folder
Create team folder
Creates a new team folder
Create external share link
Creates a customized external share link
Create collection link
Creates a new collection link
Fetch or create folder
Fetches the details of an existing folder. If the folder does not exist, a new folder is created.
Add label
Adds a new label to the specified resource
Add member to team folder
Adds a member to the specified team folder
Create comment
Creates a new comment in the specified file
Associate data template
Associates an existing data template with the selected file
Add group to team folder
Adds a group to the specified team folder
Share file or folder
Shares a file or folder within your organization or external users
Move file or folder to trash
Moves the specified file or folder to trash
Create folder
Creates a new folder in the selected path
Create blank file
Creates a file in the specified folder
Follow file or folder
Follows the specified file or folder for new updates
Move file or folder
Moves the specified file or folder
Archive or unarchive team folder
Unfollow file or folder
Unfollows the specified file or folder
Rename file or folder
Renames the specified file or folder
Copy file or folder
Creates a copy of the specified file or folder
Update file or folder share permission
Updates the share permission for the specified file or folder
Update external share link
Updates the customized external share link
Fetch file - By keyword
Fetches the details of a file by keyword in the name or content
Fetch folder
Fetches the details of a folder by name
Fetch file - By name
Fetches the details of a file by name
Fetch data template
Fetches the details of an existing data template
Fetch file or folder by ID
Fetches the details of an existing file or folder by ID
Remove share link
Removes the specified share link
Remove label
Removes an existing label from the specified resource
What is Pipedrive?
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 >Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.
Paul Jozsef
Owner, Paul Jozsef Counselling & Coaching
With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Avid Brio
Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.
Manon Chamand
Administrative Director, Barings Law
