Integrate LiveChat with Pipedrive

Send information between LiveChat 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

Chat ended

Triggers when a chat is ended

Chat created

Triggers when a new chat 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

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

Email chat transcript

Sends chat transcript as email

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 LiveChat?

LiveChat is a customer support platform with customization features like themes, engagement graphics, and labels. You can automate greetings, get detailed reports, create tickets, and track visitors easily.

Customer Support

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.

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.

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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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Know more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Know more

Toto

Technical Engineer, Master Liveaboards

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