Integrate Pipedrive with TeamGrid
Send information between Pipedrive and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in TeamGrid for every deal won in Pipedrive
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in TeamGrid for every deal won in your 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 TeamGrid.
Create a new project in TeamGrid for every deal won in Pipedrive
Pipedrive + TeamGrid
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Supported triggers and actions
Integrate Pipedrive and TeamGrid 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
Task created
Triggers when a task is created
Contact created
Triggers when a new contact is created
Project completed
Triggers when a project is completed
Task completed
Triggers when task is completed
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
Complete project
Completes an existing project
Create task
Creates a new task
Create project
Creates a new project
Complete task
Completes an existing task
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.
Similar apps
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
Similar apps
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