Integrate Pipedrive with Wrike
Send information between Pipedrive and Wrike automatically, without writing any code, using Zoho Flow.
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Generate a new project in Wrike for every deal successfully closed in Pipedrive
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Wrike for every deal won 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 under the selected folder in Wrike.
Generate a new project in Wrike for every deal successfully closed in Pipedrive
Pipedrive + Wrike
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Supported triggers and actions
Integrate Pipedrive and Wrike 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
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
Task created
Triggers when a new task is created
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Project status updated
Triggers when the status of a project is updated
Task status updated
Triggers when the status of a task is updated
Comment added for task
Triggers when a new comment is added for a task
Folder or project created
Triggers when a new folder or project is created
Task event occurred
Triggers when an event has occurred in a task
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
Fetch user
Fetches the details of an existing user
Create time log entry
Creates a new time log entry for the specified task
Create task
Creates a new task under the selected folder or project
Create project
Creates a new project under the selected folder
Create folder
Creates a new folder under the selected parent folder
Add comment to folder or project
Adds a comment to the selected folder or project
Add comment to task
Adds a comment to the specified task
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch folder or project
Fetches the details of an existing folder or project
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 Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
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