Integrate Pipedrive with Productive

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

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Create a project within Productive for every accomplished deal in Pipedrive

Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Productive for every accomplished deal in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new project in Productive.
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Create a project within Productive for every accomplished deal in Pipedrive

Pipedrive + Productive

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Supported triggers and actions

Integrate Pipedrive and Productive 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 created

Triggers when a new task is created

Contract created

Triggers when a new contract is created

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is added

Booking created

Triggers when a new booking is created

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 contract

Creates a new contract

Create booking

Creates a new booking

Create project

Creates a new project

Create contact

Creates a new contact

Create task

Creates a new task

Create deal

Creates a new deal

Update contract

Updates the details of an existing contract

Update deal

Updates the details of an existing deal

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update booking

Updates the details of an existing booking

Update contact

Updates the details of an existing contact

Fetch contract

Fetches the details of an existing contract using ID

Fetch booking

Fetches the details of an existing booking using ID

Fetch task

Fetches the details of an existing task using task ID

Fetch people

Fetches the details of the specified people

Fetch deal

Fetches the details of an existing deal using ID

Fetch company

Fetches the details of an existing company using name

Fetch project

Fetches the details of an existing project using project ID

Fetch contact

Fetches the details of an existing contact using ID

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.

What is Productive?

Productive is a project management tool that includes everything you need to run a profitable agency

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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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.

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