Integrate Pipedrive with Instantly
Send information between Pipedrive and Instantly automatically, without writing any code, using Zoho Flow.
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Create a new deal in Pipedrive when a new lead event has occurred in Instantly
Integrate Instantly with Pipedrive using Zoho Flow. Whenever a new lead event has occurred in Instantly, 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
- The flow triggers when a new lead event has occurred in Instantly.
- Zoho Flow creates a new deal in Pipedrive.
Create a new deal in Pipedrive when a new lead event has occurred in Instantly
Instantly + Pipedrive
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Supported triggers and actions
Integrate Pipedrive and Instantly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Email link clicked
Triggers when a lead opens a link in any campaign email or a selected campaign email
Campaign completed
Triggers when an existing campaign is completed
Email sent
Triggers when an email is sent to a lead from any campaign or a selected campaign
Email bounced
Triggers when a lead email is bounced from any campaign or a selected campaign
Email replied
Triggers when a lead replies to an email from any campaign or a selected campaign
Email opened
Triggers when a lead opens an email from any campaign or a selected campaign
Lead event occurred
Triggers when a new lead event has occurred
All Actions - Actions are the automated tasks
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
Add lead to list
Adds a lead to an existing list
Add tag to campaign
Adds a custom tag to an existing campaign
Add lead to campaign
Adds a lead to an existing campaign
Create custom tag
Creates a new custom tag
Remove tag from campaign
Removes a tag from campaign
Reply to an email
Sends reply to an email received
Add to blocklist
Adds entries to blocklist by email or domain
Update lead status
Updates the status of the specified lead
Fetch list
Fetches the details of an existing list
Fetch lead
Fetches the details of an existing lead
Fetch campaign
Fetches the details of an existing campaign
Fetch custom tag
Fetches the details of an existing custom tag
Remove from blocklist
Removes an entry from the blocklist
Delete lead
Deletes the specified lead
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 Instantly?
Instantly is a sales engagement and lead intelligence tool that helps businesses find warm leads, manage email campaigns, reach primary inboxes and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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