Integrate Formsite with Pipedrive
Send information between Formsite and Pipedrive automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
Activity updated
Triggers when any detail of an existing activity is updated
Contact person created
Triggers when a new contact person is created
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Deal updated
Triggers when any detail of an existing deal is updated
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage is created
Activity created
Triggers when a new activity is created
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create product
Creates a new product
Create activity
Creates a new activity
Create notes
Creates notes for the selected deal
Update deal
Updates the details of an existing deal
Create contact person
Creates a new contact person for the selected organization
Create organization
Creates a new organization
Create deal
Creates a new deal
Update contact person
Updates the details of an existing contact person
Update activity
Updates the details of an existing activity
Update notes
Updates existing notes
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch organization by name
Fetches the details of an existing organization by name
Fetch user by name
Fetches the details of an existing user by name
Fetch deal by title
Fetches the details of an existing deal by title
Fetch product by name
Fetches the details of an existing product by name
Fetch person by name
Fetches the details of an existing person record by name
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
What is Formsite?
Similar apps
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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Bulid comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Know more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Know more
Siddharth Ahuja
CEO, Fabricroot
