Integrate Myphoner with Pipedrive

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

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Supported triggers and actions

Integrate Myphoner and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead lost

Triggers when a lead is marked as loser

New call back

Triggers when a lead is marked for call back

Lead won

Triggers when a lead is marked as winner

Archived lead

Triggers when a lead is archived

Pipeline stage created

Triggers when a new pipeline stage is created

Pipeline created

Triggers when a new pipeline is created

Contact person created

Triggers when a new contact person is created

Deal created

Triggers when a new deal is created

Deal updated

Triggers when any detail of an existing deal is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Organization created

Triggers when a new organization is created

Activity created

Triggers when a new activity is created

Activity updated

Triggers when any detail of an existing activity is updated

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Mark lead as winner

Marks the specified lead as winner

Mark lead as loser

Marks the specified lead as loser

Update lead

Updates the details of an existing lead

Mark lead for call back

Marks the specified lead for a call back

Create contact person

Creates a new contact person for the selected organization

Create activity

Creates a new activity

Create product

Creates a new product

Create deal

Creates a new deal

Create organization

Creates a new organization

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Update notes

Updates existing notes

Update contact person

Updates the details of an existing contact person

Update activity

Updates the details of an existing activity

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch activity

Fetches the details of the user activities

Fetch product by name

Fetches the details of an existing product by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by email address

Fetches the details of an existing person by email address

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch user by name

Fetches the details of an existing user by name

What is Myphoner?

Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.

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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CEO, OpIndia

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. Learn more

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Technical Engineer, Master Liveaboards

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