Integrate Pipedrive with CleverReach
Send information between Pipedrive and CleverReach automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and CleverReach using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact person created
Triggers when a new contact person is created
Organization created
Triggers when a new organization is created
Deal updated
Triggers when any detail of an existing deal is updated
Activity updated
Triggers when any detail of an existing activity is updated
Deal created
Triggers when a new deal is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Pipeline created
Triggers when a new pipeline is created
Note updated
Triggers when an existing note is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Activity created
Triggers when a new activity is created
Note added
Triggers when a new note is added
New list
Triggers when new list is created
New subscription
Triggers when new subscriber is added to the selected list
New unsubscription
Triggers when someone unsubscribes from the selected list
All Actions - Actions are the automated tasks
Create product
Creates a new product
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Create activity
Creates a new activity
Create organization
Creates a new organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create contact person
Creates a new contact person for the selected organization
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Update notes
Updates an existing note
Update activity
Updates the details of an existing activity
Update contact person
Updates the details of an existing contact person
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch person by email address
Fetches the details of an existing person by email address
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch product by name
Fetches the details of an existing product by name
Fetch user by name
Fetches the details of an existing user by name
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by name
Fetches the details of an existing person record by name
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by phone
Fetches the details of an existing person record by phone number
Fetch activity
Fetches the details of the user activities
Add or update subscriber
Adds or updates a subscriber in the selected list
Unsubscribe email
Unsubscribes an email address from the selected list
What is Pipedrive?
What is CleverReach?
CleverReach is an email marketing platform with multilingual interface. With features like bounce management and template engine, you can ensure better deliverability.
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Learn more >It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
