Integrate Outseta with Pipedrive

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

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Supported triggers and actions

Integrate Outseta and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is added

Case created

Triggers when a new case created

Account created

Triggers when a new account is added

Deal created

Triggers when a new deal is created

Note added

Triggers when a new note is added

Pipeline created

Triggers when a new pipeline is created

Note updated

Triggers when an existing note is updated

Deal created

Triggers when a new deal is created

Contact person created

Triggers when a new contact person is created

Contact person updated

Triggers when the details of an existing contact person is updated

Lead updated

Triggers when the details of an existing lead is updated

Activity created

Triggers when a new activity is created

Pipeline stage created

Triggers when a new pipeline stage is created

Activity updated

Triggers when the details of an existing activity is updated

Organization created

Triggers when a new organization is created

Lead created

Triggers when a new lead is created

Deal updated

Triggers when the details of an existing deal is updated

All Actions - Actions are the automated tasks

Create person

Creates a new person

Create deal

Creates a new deal

Create account

Creates a new account with a new person

Create case

Creates a new case

Update deal

Updates the details of an existing deal

Fetch people details

Fetches the details of the specified people

Create organization

Creates a new organization

Update deal

Updates the details of an existing deal

Create deal

Creates a new deal

Create product

Creates a new product

Create project

Creates a new project

Create notes

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

Create lead

Creates a new lead

Create activity

Creates a new activity

Create contact person

Creates a new contact person for the selected organization

Update contact person

Updates the details of an existing contact person

Update notes

Updates the details of an existing note

Update organization

Updates the details of an existing organization

Update product

Updates the details of an existing product

Update lead

Updates the details of an existing lead

Update activity

Updates the details of an existing activity

Fetch person by name

Fetches the details of an existing person record by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch activity

Fetches the details of an existing user activity

Fetch product by name

Fetches the details of an existing product 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 organization by name

Fetches the details of an existing organization by name

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch person by ID

Fetches the details of an existing person record by ID

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

What is Outseta?

Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.

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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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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the 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 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

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