Integrate Pipedrive with Teamwork Projects
Send information between Pipedrive and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Teamwork Projects for every deal won in Pipedrive
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Teamwork Projects for every accomplished deal 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 Teamwork Projects.
Create a new project in Teamwork Projects for every deal won in Pipedrive
Pipedrive + Teamwork Projects
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Supported triggers and actions
Integrate Pipedrive and Teamwork Projects 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 task list
Triggers when a new task list is created in the selected project
New task
Triggers when a new task is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New person
Triggers when a new person is added
New company
Triggers when a new company is created
New message
Triggers when a new message is created in the selected project
New person in project
Triggers when a new person is added in the selected project
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
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 milestone
Creates a new milestone in the selected project
Create message
Creates a new message in the selected project
Create time entry
Creates a new time entry in the selected project
Add person
Adds a new person
Create company
Creates a new company
Create task
Creates a new task in the selected task list
Create project
Creates a new project
Fetch task
Fetches the details of an existing task
Fetch company
Fetches the details of an existing company
Fetch person
Fetches the details of a person by person ID or email address
Fetch tag
Fetches the details of a tag by ID or name
Fetch project
Fetches the details of an existing project
Fetch task list
Fetch the details of an existing task list
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 Teamwork Projects?
Teamwork Projects is a project management software that helps collaborative teams manage projects by categorizing them, adding tags, and creating task list templates to plan efficiently.
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