Integrate Pipedrive with Tick

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

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Create a new project in Tick for every deal won in your Pipedrive

Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Tick 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 Tick.
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Create a new project in Tick for every deal won in your Pipedrive

Pipedrive + Tick

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Supported triggers and actions

Integrate Pipedrive and Tick 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

New task

Triggers when a new task is created

New time entry

Triggers when a new time entry is created

New project

Triggers when a new project is created

New client

Triggers when a new client is added

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

Add client

Adds a new client

Add user

Adds a new user

Create time entry

Creates a new time entry

Create task

Creates a new task

Create project

Creates a new project

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 Tick?

Tick is time-tracking software that lets you manage projects and budget. You can create recurring projects, bill clients, and track progress with powerful reports.

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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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