

Integrate Pipedrive with Teamwork Projects
Send information between Pipedrive and Teamwork Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new project in Teamwork Projects for every deal won in Pipedrive
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Teamwork Projects for every accomplished deal in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new project in Teamwork Projects.


Create a new project in Teamwork Projects for every deal won in Pipedrive
Pipedrive + Teamwork Projects

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Supported triggers and actions
Integrate Pipedrive and Teamwork Projects 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

New task
Triggers when a new task is created in the selected project

New milestone
Triggers when a new milestone is created in the selected project

New task list
Triggers when a new task list is created in the selected project

New company
Triggers when a new company is created

New message
Triggers when a new message is created in the selected project

New person in project
Triggers when a new person is added in the selected project

New person
Triggers when a new person is added

New project
Triggers when a new project is created

New time entry
Triggers when a new time entry is created in the selected project
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 milestone
Creates a new milestone in the selected project

Add person
Adds a new person

Create project
Creates a new project

Create message
Creates a new message in the selected project

Create time entry
Creates a new time entry in the selected project

Create company
Creates a new company

Create task
Creates a new task in the selected task list

Fetch person
Fetches the details of a person by person ID or email address

Fetch company
Fetches the details of an existing company

Fetch project
Fetches the details of an existing project

Fetch tag
Fetches the details of a tag by ID or name

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.
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What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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