Integrate Zoho Bookings with Pipedrive

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

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Supported triggers and actions

Integrate Zoho Bookings and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Appointment rescheduled

Triggers when an appointment is rescheduled

Appointment marked as no-show

Triggers when an appointment is marked as no-show

Appointment canceled

Triggers when an appointment is canceled

Appointment marked as completed

Triggers when an appointment is marked as completed

Payment failure

Triggers when a payment fails

Appointment booked

Triggers when an appointment is booked

Lead created

Triggers when a new lead is created

Activity created

Triggers when a new activity is created

Lead updated

Triggers when any detail of an existing lead is updated

Organization created

Triggers when a new organization is created

Contact person created

Triggers when a new contact person is created

Note updated

Triggers when an existing note 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

Note created

Triggers when a new note is added

Pipeline stage created

Triggers when a new pipeline stage is created

Deal created

Triggers when a new deal is created

Product created

Triggers when a new product is created

Organization updated

Triggers when any detail of an existing organization is updated

Deal updated

Triggers when any detail of an existing deal is updated

Pipeline created

Triggers when a new pipeline is created

Product updated

Triggers when any detail of an existing product is updated

All Actions - Actions are the automated tasks

Create service

Creates a new service

Create appointment

Creates a new appointment

Update service

Updates the details of an existing service by service ID

Reschedule appointment

Reschedules appointment to another slot

Update appointment

Updates the details of an appointment

Fetch service

Fetches the details of the selected service

Fetch availability

Fetches the details of the availability by resource ID or staff ID

Fetch appointment

Fetches the details of an existing appointment by ID

Fetch staff

Fetches the details of an existing staff by ID or email address

Create note

Creates a new note for the selected lead, deal, person, or organization

Create lead

Creates a new lead

Create activity

Creates a new activity

Create product

Creates a new project

Create contact person

Creates a contact new person

Add products to a deal

Adds multiple products to a deal

Create deal

Creates a new deal

Create organization

Creates a new organization

Update activity

Updates the details of an existing activity

Update contact person

Updates the details of an existing contact person

Update lead

Updates the details of an existing lead

Update deal

Updates the details of an existing deal

Update organization

Updates the details of an existing organization

Update product

Updates the details of an existing product

Fetch organization

Fetches the details of an existing organization

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 lead

Fetches the details of an existing lead

Fetch user

Fetches the details of an existing user

Fetch contact person

Fetches the details of an existing contact person

Fetch activity

Fetches the details of an existing user activity

What is Zoho Bookings?

Zoho Bookings is an appointment scheduler application for professional consultants and service providers to find the perfect time to meet customers.

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.

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.

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CEO, OpIndia

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.

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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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