Integrate Zoho Assist with Pipedrive

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

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Update the details of an existing unattended computer in Zoho Assist when a new deal is created in Pipedrive

Integrate Pipedrive with Zoho Assist using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically updates the details of an existing unattended computer in Zoho Assist. 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 deal is created in Pipedrive.
  2. Zoho Flow updates the details of an existing unattended computer in Zoho Assist.
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Update the details of an existing unattended computer in Zoho Assist when a new deal is created in Pipedrive

Pipedrive + Zoho Assist

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Supported triggers and actions

Integrate Zoho Assist and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Device deleted

Triggers when a device is deleted

Inbound request dropped

Triggers when a inbound request is dropped

Device added

Triggers when a new device is added

Screen share session end

Triggers when a screen share session is ended

Inbound request created

Triggers when a new inbound request created

Device online

Triggers when a device is online

Device offline

Triggers when a device is offline

Remote support session started

Triggers when a remote support session is started

Inbound request picked

Triggers when a inbound request is picked

Remote support session customer joined

Triggers when a remote support session customer is joined

Screen share session started

Triggers when a screen share session is started

Inbound request expired

Triggers when a inbound request is expired

Inbound request delegated

Triggers when a inbound request is delegated

Unattended access session started

Triggers when a unattended access session is started

Inbound request declined

Triggers when a inbound request is declined

Unattended access session ended

Triggers when a unattended access session is ended

Remote support session end

Triggers when a remote support session is ended

Inbound request transferred

Triggers when a inbound request is transferred

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

All Actions - Actions are the automated tasks

Create unattended session

Creates a new unattended session

Schedule session

Schedules a screen sharing session

Create session

Creates a new screen sharing session

Create unattended group

Creates a new unattended group

Update unattended computer

Updates the details of an existing unattended computer

Update unattended group

Updates the details of an existing unattended group

Fetch unattended computer

Fetches the details of an existing unattended computer

Fetch unattended group

Fetches the details of an existing unattended group

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

What is Zoho Assist?

Zoho Assist is remote support and access software. You can share screens, work with multiple monitors, and offer support with the live chat feature.

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.

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.

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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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