Integrate Pipedrive with SalesBinder

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

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Update the details of an existing contact in SalesBinder when a new deal is created in Pipedrive

Integrate Pipedrive with SalesBinder using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically updates the details of an existing contact in SalesBinder. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a new deal is created in Pipedrive.
  2. Zoho Flow updates the details of an existing contact in SalesBinder.
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Update the details of an existing contact in SalesBinder when a new deal is created in Pipedrive

Pipedrive + SalesBinder

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Supported triggers and actions

Integrate Pipedrive and SalesBinder 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

Inventory item created

Triggers when a new inventory item is created

Contact created

Triggers when a new contact is created

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

Create notes

Creates a new note to selected record

Create contact

Creates a new contact

Create account

Creates a new account (customer, prospect or supplier)

Create inventory item

Creates a new inventory item

Update contact

Updates the details of an existing contact

Update account

Updates the details of an existing account (customer or prospect or supplier)

Update inventory item

Updates the details of an existing inventory item

Fetch contact

Fetches the details of an existing contact using ID

Fetch account

Fetches the details of an existing account (customer or prospect or supplier) using ID

Fetch inventory item

Fetches the details of an existing inventory item

Search account

Searches for the details of an existing account

Search inventory item

Searches for the details of an existing inventory item

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 SalesBinder?

SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.

Inventory Management

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.

Learn more >

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

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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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