Integrate Loyverse with Pipedrive

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

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Create a new deal in Pipedrive when an existing customer detail is updated in Loyverse

Integrate Loyverse with Pipedrive using Zoho Flow. Whenever an existing customer detail is updated in Loyverse, 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
  1. The flow triggers when an existing customer detail is updated in Loyverse.
  2. Zoho Flow creates a new deal in Pipedrive.
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Create a new deal in Pipedrive when an existing customer detail is updated in Loyverse

Loyverse + Pipedrive

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Supported triggers and actions

Integrate Loyverse and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Receipt updated

Triggers when an existing receipt detail is updated

Receipt created

Triggers when a new receipt is created

Customer added

Triggers when a new customer is added

Item added

Triggers when a new item is added

Shift entry added

Triggers when a new shift entry is added

Inventory count updated

Triggers when the details of an existing inventory level are updated

Item updated

Triggers when an existing item is updated

Customer updated

Triggers when an existing customer detail is updated

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

Create or update variant

Creates a new variant. Updates the details of the variant if the record already exists.

Create or update supplier

Creates a new supplier. Updates the details of the supplier if the record already exists.

Create or update customer

Creates a new customer. Updates the details of the customer if the record already exists.

Create receipt

Creates a new receipt

Create or update item

Creates a new item. Updates the details of the item if the record already exists.

Fetch variant

Fetches the details of an item's variant

Fetch customer

Fetches the details of an existing customer

Fetch receipt

Fetches the details of an existing receipt

Fetch item

Fetches the details of an existing item

Fetch store

Fetches the details of an existing store

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 Loyverse?

Loyverse is a POS application designed for small businesses. It lets you process transactions, keep records of inventory and sales and more.

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

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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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