Integrate Pipedrive with OneDrive

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

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Create a new deal in Pipedrive when a new file is created in OneDrive

Integrate OneDrive with Pipedrive using Zoho Flow. Whenever a new file is created in OneDrive, Zoho Flow automatically creates a new deal in Pipedrive. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a new file is created in OneDrive.
  2. Zoho Flow creates a new deal in Pipedrive.
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Create a new deal in Pipedrive when a new file is created in OneDrive

OneDrive + Pipedrive

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Supported triggers and actions

Integrate Pipedrive and OneDrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity created

Triggers when a new activity is created

Product created

Triggers when a new product is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal created

Triggers when a new deal is created

Project created

Triggers when a new project is created

Pipeline stage created

Triggers when a new pipeline stage is created

Organization updated

Triggers when any detail of an existing organization is updated

Organization created

Triggers when a new organization is created

Deal updated

Triggers when any detail of an existing deal is updated

Contact person created

Triggers when a new contact person is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Lead updated

Triggers when any detail of an existing lead is updated

Lead created

Triggers when a new lead is created

Note created

Triggers when a new note is added

Pipeline created

Triggers when a new pipeline is created

Product updated

Triggers when any detail of an existing product is updated

Note updated

Triggers when an existing note is updated

Project updated

Triggers when any detail of an existing project is updated

New folder

Triggers when a new folder is created

New folder - Business account

Triggers when a new folder is created in a business account

File updated

Triggers when an existing file is updated

New file

Triggers when a new file is created

New file - Business account

Triggers when a new file is created in a business account

All Actions - Actions are the automated tasks

Create activity

Creates a new activity

Create project

Creates a new project

Create organization

Creates a new organization

Create product

Creates a new product

Add products to a deal

Adds multiple products to a deal

Create contact person

Creates a new contact person

Create lead

Creates a new lead

Create deal

Creates a new deal

Create note

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

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update deal

Updates the details of an existing deal

Update lead

Updates the details of an existing lead

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update project

Updates the details of an existing project

Fetch user

Fetches the details of an existing user

Fetch activity

Fetches the details of an existing user activity

Fetch contact person

Fetches the details of an existing contact person

Fetch project

Fetches the details of an existing project

Fetch organization

Fetches the details of an existing organization

Fetch lead

Fetches the details of an existing lead

Fetch field options

Fetches the specific field options by using its ID or name

Fetch product

Fetches the details of an existing product

Fetch deal

Fetches the details of an existing deal

Create text file

Creates a new text file

Copy file or folder

Creates a copy of an existing file or folder

Create folder

Creates a new folder

Fetch file

Fetches the details of an existing file by name

Fetch folder

Fetches the details of an existing folder by name

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 OneDrive?

OneDrive is file management software that allows you to share folders and files, access files offline, and set expiration date for links to files you've shared.

Files Microsoft

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 >

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

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Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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