Integrate Pipedrive with Roll
Send information between Pipedrive and Roll automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Roll for every accomplished deal in Pipedrive
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Roll for every deal won in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new project in Roll.
Create a project within Roll for every accomplished deal in Pipedrive
Pipedrive + Roll
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Supported triggers and actions
Integrate Pipedrive and Roll 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
Company created
Triggers when a new company is created
Time record created
Triggers when a new time record is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project 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 project
Creates a new project
Create company
Creates a new company
Create task
Creates a new task
What is Pipedrive?
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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