Integrate Pipedrive with Active Collab

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

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Create a new project in Active Collab for every deal won in Pipedrive

Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Active Collab for every deal won in your 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 Active Collab.
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Create a new project in Active Collab for every deal won in Pipedrive

Pipedrive + Active Collab

Build your own integrations between Pipedrive and Active Collab

Connect Pipedrive and Active Collab with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Pipedrive and Active Collab using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Contact person created

Triggers when a new contact person is created

Organization created

Triggers when a new organization is created

Note added

Triggers when a new note is added

Activity updated

Triggers when any detail of an existing activity is updated

Note updated

Triggers when an existing note is updated

Activity created

Triggers when a new activity is created

Pipeline created

Triggers when a new pipeline is created

Deal updated

Triggers when any detail of an existing deal is updated

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

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

All Actions - Actions are the automated tasks

Update deal

Updates the details of an existing deal

Create lead

Creates a new lead

Create contact person

Creates a new contact person for the selected organization

Create deal

Creates a new deal

Create product

Creates a new product

Create organization

Creates a new organization

Create activity

Creates a new activity

Create notes

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

Update notes

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch deal by title

Fetches the details of an existing deal by title

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch activity

Fetches the details of an existing user activity

Fetch product by name

Fetches the details of an existing product by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch person by name

Fetches the details of an existing person record by name

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by ID

Fetches the details of an existing deal by ID

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

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 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

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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