Integrate Pipedrive with Chatra

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

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Supported triggers and actions

Integrate Pipedrive and Chatra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Pipeline stage created

Triggers when a new pipeline stage is created

Pipeline created

Triggers when a new pipeline is created

Product created

Triggers when a new product is created

Note created

Triggers when a new note is added

Deal updated

Triggers when any detail of an existing deal is updated

Lead updated

Triggers when any detail of an existing lead is updated

Product updated

Triggers when any detail of an existing product is updated

Organization updated

Triggers when any detail of an existing organization is updated

Activity created

Triggers when a new activity is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Organization created

Triggers when a new organization is created

Lead created

Triggers when a new lead is created

Note updated

Triggers when an existing note is updated

Deal created

Triggers when a new deal 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

Conversation started

Triggers when a new conversation is started by a visitor or an agent

Conversation ended

Triggers when a conversation is ended

Message sent in conversation

Triggers when a new message is sent in a conversation by a visitor or an agent

All Actions - Actions are the automated tasks

Add products to a deal

Adds multiple products to a deal

Create contact person

Creates a contact new person

Create organization

Creates a new organization

Create note

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

Create activity

Creates a new activity

Create product

Creates a new project

Create deal

Creates a new deal

Create lead

Creates a new lead

Update deal

Updates the details of an existing deal

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update lead

Updates the details of an existing lead

Update activity

Updates the details of an existing activity

Update product

Updates the details of an existing product

Fetch lead

Fetches the details of an existing lead

Fetch user

Fetches the details of an existing user

Fetch activity

Fetches the details of an existing user activity

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 contact person

Fetches the details of an existing contact person

Send message on behalf of agent or group

Sends a message on behalf of an agent or a group

Send message

Sends a message on behalf of a random agent

Fetch visitor

Fetches the details of a visitor

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 Chatra?

Chatra is a live-chat, email and social messaging platform that lets you add live chat to your website and talk with your website visitors in real-time, get website insights and more.

Customer Support

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.

Learn more >

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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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Technical Engineer, Master Liveaboards

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