Integrate Zoho CRM with Pipedrive
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Supported triggers and actions
Integrate Zoho CRM and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is added
New user
Triggers when a new user is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Entry created or updated
Triggers when a record entry is created or updated
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
Updated module entry
Triggers when an entry is updated in the selected module
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
Deal updated
Triggers when any detail of an existing deal is updated
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Note updated
Triggers when an existing note is updated
Note added
Triggers when a new note is added
Organization created
Triggers when a new organization 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
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Remove tags
Removes tags from the specified record
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Add tags
Adds tags to the specified record
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update user
Updates the details of an existing user based on user ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch inventory template
Fetches an inventory template using ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create organization
Creates a new organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Update deal
Updates the details of an existing deal
Create activity
Creates a new activity
Create product
Creates a new product
Create deal
Creates a new deal
Create contact person
Creates a new contact person for the selected organization
Update notes
Updates an existing note
Update activity
Updates the details of an existing activity
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Fetch product by name
Fetches the details of an existing product by name
Fetch user by name
Fetches the details of an existing user by name
Fetch person by email address
Fetches the details of an existing person by email address
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch activity
Fetches the details of the user activities
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by phone
Fetches the details of an existing person record by phone number
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by name
Fetches the details of an existing person record by name
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
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.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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
