Integrate Pipedrive with awork
Send information between Pipedrive and awork automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in awork for every deal won in Pipedrive
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in awork for every deal won in your Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new project in awork.
Create a new project in awork for every deal won in Pipedrive
Pipedrive + awork
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Supported triggers and actions
Integrate Pipedrive and awork using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note updated
Triggers when an existing note is updated
Deal created
Triggers when a new deal 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
Activity created
Triggers when a new activity is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Organization created
Triggers when a new organization is created
Lead created
Triggers when a new lead is created
Deal updated
Triggers when any detail of an existing deal is updated
Lead updated
Triggers when any detail of an existing lead is updated
Product updated
Triggers when any detail of an existing product is updated
Organization updated
Triggers when any detail of an existing organization is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Pipeline created
Triggers when a new pipeline is created
Product created
Triggers when a new product is created
Note created
Triggers when a new note is added
Task status updated
Triggers when a task status is updated
Project status updated
Triggers when a project status is updated
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created in a project
All Actions - Actions are the automated tasks
Create product
Creates a new project
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact person
Creates a contact new person
Create organization
Creates a new organization
Create note
Creates a new note for the selected lead, deal, person, or organization
Create activity
Creates a new activity
Add products to a deal
Adds multiple products to a deal
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Update deal
Updates the details of an existing deal
Update contact person
Updates the details of an existing contact person
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Fetch organization
Fetches the details of an existing organization
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Create project task
Creates a new task in the selected project
Add client
Creates a new client
Create project
Creates a new project
Update project status
Changes the status of the selected project
Update task status
Changes the status of the specified task
Fetch project status by name
Fetches the status of an existing project by name
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.
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What is awork?
awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.
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