Integrate Pipedrive with Mavenlink

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

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Create a new project in Mavenlink for every deal won in your Pipedrive

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Mavenlink for every deal successfully closed in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new project in Mavenlink.
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Create a new project in Mavenlink for every deal won in your Pipedrive

Pipedrive + Mavenlink

Build your own integrations between Pipedrive and Mavenlink

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Supported triggers and actions

Integrate Pipedrive and Mavenlink using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Organization created

Triggers when a new organization is created

Lead created

Triggers when a new lead is created

Activity created

Triggers when a new activity is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Product updated

Triggers when any detail of an existing product is updated

Organization updated

Triggers when any detail of an existing organization is updated

Deal updated

Triggers when any detail of an existing deal is updated

Lead updated

Triggers when any detail of an existing lead is updated

Product created

Triggers when a new product is created

Note created

Triggers when a new note is added

Pipeline stage created

Triggers when a new pipeline stage is created

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Contact person created

Triggers when a new contact person is created

Note updated

Triggers when an existing note is updated

Deal created

Triggers when a new deal is created

New Post

Triggers when a new post is created

New Story

Triggered when a new story - task, deliverable or milestone is created

All Actions - Actions are the automated tasks

Create note

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

Create activity

Creates a new activity

Create contact person

Creates a contact new person

Create organization

Creates a new organization

Add products to a deal

Adds multiple products to a deal

Create lead

Creates a new lead

Create product

Creates a new project

Create deal

Creates a new deal

Update activity

Updates the details of an existing activity

Update product

Updates the details of an existing product

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 contact person

Updates the details of an existing contact person

Fetch activity

Fetches the details of an existing user activity

Fetch organization

Fetches the details of an existing organization

Fetch lead

Fetches the details of an existing lead

Fetch user

Fetches the details of an existing user

Fetch field options

Fetches the specific field options by using its ID or name

Fetch contact person

Fetches the details of an existing contact person

Fetch product

Fetches the details of an existing product

Fetch deal

Fetches the details of an existing deal

Create Post

Creates a new post in the selected project

Create Story

Creates a task, deliverable, or milestone in the selected project

Create Project

Creates a new project

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 Mavenlink?

Mavenlink is project management software that lets you manage your time, resources, and expenses. You can analyze your progress with custom reports, add custom fields, and store data upto 1 TB.

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Logic

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Custom functions

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