Integrate Pipedrive with Quotient
Send information between Pipedrive and Quotient automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Quotient 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
Quote accepted
Triggers when a new quote is accepted
Quote viewed by customer
Triggers when a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view.
Quote Declined
Triggers when a quote is declined
Quote Sent
Triggers when a new quote is sent
Question asked by customer
Triggers when a customer asks a new question
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
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.
Similar apps
What is Quotient?
Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes.
Similar apps
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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