Integrate Pipedrive with Voucherify

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

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Publish a new voucher code in Voucherify when a new deal is created in Pipedrive

Integrate Pipedrive with Voucherify using Zoho Flow. Whenever a new deal is created in Pipedrive, Zoho Flow automatically publishes a new voucher code in Voucherify. 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 publishes a new voucher code in Voucherify.
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Publish a new voucher code in Voucherify when a new deal is created in Pipedrive

Pipedrive + Voucherify

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Supported triggers and actions

Integrate Pipedrive and Voucherify 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

Voucher gift balance added

Triggers when a balance amount is added to a gift voucher

Campaign created

Triggers when a new campaign is created

Customer rewarded

Triggers when a customer receives a reward

Business validation rule created

Triggers when a new business validation rule is created

Voucher publication succeeded

Triggers when a voucher code is published to a customer.

Promotion tier created

Triggers when a promotion is created in Campaigns

Customer added

Triggers when a new customer is added

Redemption succeeded

Triggers when a redemption is successful

Redemption status occurred

Triggers when one or more redemptions or rollback statuses have occurred

Voucher created

Triggers when a new voucher 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 customer

Creates a new customer

Create voucher

Publishes a new voucher code

Update customer

Updates the details of an existing customer by their customer ID or source ID

Update customer consent

Updates the marketing permissions for the specified customer

Fetch customer

Fetches the details of an existing customer by their customer ID or source 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 Voucherify?

Voucherify is an API-centric promotion engine that empowers marketers to quickly launch and efficiently manage promotions such as coupons, gift cards, referrals, and more.

Sales Automation

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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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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