Integrate Box with Pipedrive
Send information between Box and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Pipedrive when the selected event has occurred for a task assignment in Box
Integrate Box with Pipedrive using Zoho Flow. Whenever the selected event has occurred for a task assignment in Box, 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
- The flow triggers when the selected event has occurred for a task assignment in Box.
- Zoho Flow creates a new deal in Pipedrive.
Create a new deal in Pipedrive when the selected event has occurred for a task assignment in Box
Box + Pipedrive
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Supported triggers and actions
Integrate Box and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Folder event occurred
Triggers when the selected event has occurred for a folder
Comment event occurred
Triggers when the selected event has occurred for a comment
Task assignment event occurred
Triggers when the selected event has occurred for a task assignment
File event occurred
Triggers when the selected event has occurred for a file
Contact person created
Triggers when a new contact person is created
Deal updated
Triggers when any detail of an existing deal is updated
Organization created
Triggers when a new organization is created
Organization updated
Triggers when any detail of an existing organization is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Project created
Triggers when a new project is created
Deal created
Triggers when a new deal is created
Project updated
Triggers when any detail of an existing project is updated
Note updated
Triggers when an existing note is updated
Product updated
Triggers when any detail of an existing product is updated
Pipeline created
Triggers when a new pipeline is created
Note created
Triggers when a new note is added
Lead created
Triggers when a new lead is created
Lead updated
Triggers when any detail of an existing lead is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Activity updated
Triggers when any detail of an existing activity is updated
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Add comment to file
Adds a comment to the selected file
Create folder
Creates a new folder
Add task to file
Adds a task to the selected file
Fetch folder
Fetches the details of an existing folder by name
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact person
Creates a new contact person
Add products to a deal
Adds multiple products to a deal
Create product
Creates a new product
Create organization
Creates a new organization
Create project
Creates a new project
Create activity
Creates a new activity
Create note
Creates a new note for the selected lead, deal, person, or organization
Update project
Updates the details of an existing project
Update activity
Updates the details of an existing activity
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 product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch field options
Fetches the specific field options by using its ID or name
Fetch lead
Fetches the details of an existing lead
Fetch organization
Fetches the details of an existing organization
Fetch project
Fetches the details of an existing project
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Fetch user
Fetches the details of an existing user
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.
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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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