Integrate noCRM.io with Pipedrive

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

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Supported triggers and actions

Integrate noCRM.io and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New unassigned lead

Triggers when a lead is created and unassigned

Manual trigger

Triggers according to the conditions set up manually in noCRM.io

Lead deleted

Triggers when a lead is deleted

Updated lead status

Triggers when a lead is updated to the selected status

Updated lead step

Triggers when a lead is updated to the selected step

New lead

Triggers when a new lead is created

Updated lead content

Triggers when the content of a lead 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

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal created

Triggers when a new deal is created

Activity created

Triggers when a new activity is created

Note updated

Triggers when an existing note is updated

Note added

Triggers when a new note is added

Organization created

Triggers when a new organization 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

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create row

Create a new row for the specified prospect

Add amount and probability

Adds the amount and probability details for a lead

Add comment

Adds a new comment to the specified lead

Update lead step

Updates the step of the specified lead

Update lead status

Updates the status of the specified lead

Add tags

Adds tags to the specified lead

Fetch prospecting list

Fetches a prospecting list by title

Fetch lead

Fetches a lead by email

Create organization

Creates a new organization

Create notes

Creates a new note for the selected lead, deal, person, or organization

Update deal

Updates the details of an existing deal

Create activity

Creates a new activity

Create product

Creates a new product

Create deal

Creates a new deal

Create contact person

Creates a new contact person for the selected organization

Update notes

Updates an existing note

Update activity

Updates the details of an existing activity

Update organization

Updates the details of an existing organization

Update product

Updates the details of an existing product

Update contact person

Updates the details of an existing contact person

Fetch product by name

Fetches the details of an existing product by name

Fetch user by name

Fetches the details of an existing user by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch activity

Fetches the details of the user activities

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by name

Fetches the details of an existing person record by name

What is noCRM.io?

noCRM.io is lead management software that lets you record activities, build customized sales pipelines, and improve processes with sales forecasting reports.

CRM

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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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. Learn more

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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

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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