Integrate Active Collab with Pipedrive

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

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Supported triggers and actions

Integrate Active Collab and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Task list created

Triggers when a new task list is created in a project

Task updated

Triggers when the details of an existing task is updated

Comment added

Triggers when a comment is added to an object

Task moved

Triggers when a task is moved from one task list to another

Task closed

Triggers when a task is closed

Project created

Triggers when a new project is created

Activity updated

Triggers when any detail of an existing activity is updated

Note added

Triggers when a new note is added

Organization created

Triggers when a new organization is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Pipeline created

Triggers when a new pipeline is created

Note updated

Triggers when an existing note is updated

Activity created

Triggers when a new activity is created

Deal created

Triggers when a new deal is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal updated

Triggers when any detail of an existing deal is updated

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create task

Creates a new task

Add comment to discussion

Adds a new comment to discussion

Add comment to task

Creates a new comment in the selected task

Create project

Creates a new project

Move task

Moves the specified task to the selected task list

Fetch user

Fetches the details of an existing user by email address

Fetch task

Fetches the details of an existing task

Create activity

Creates a new activity

Update deal

Updates the details of an existing deal

Create deal

Creates a new deal

Create product

Creates a new product

Create contact person

Creates a new contact person for the selected organization

Create notes

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

Create organization

Creates a new organization

Update activity

Updates the details of an existing activity

Update notes

Updates an existing note

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Update contact person

Updates the details of an existing contact person

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch activity

Fetches the details of the user activities

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch user by name

Fetches the details of an existing user by name

Fetch product by name

Fetches the details of an existing product by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by email address

Fetches the details of an existing person by email address

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by title

Fetches the details of an existing deal by title

What is Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

Product Management

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.

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

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Sales Director, Artico

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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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