Integrate Pipedrive with Cliengo

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

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Supported triggers and actions

Integrate Pipedrive and Cliengo 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

Contact person created

Triggers when a new contact person is created

Deal created

Triggers when a new deal is created

Deal updated

Triggers when any detail of an existing deal is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Organization created

Triggers when a new organization is created

Activity created

Triggers when a new activity is created

Activity updated

Triggers when any detail of an existing activity is updated

New client

Triggers when a new client is created

All Actions - Actions are the automated tasks

Create contact person

Creates a new contact person for the selected organization

Create activity

Creates a new activity

Create product

Creates a new product

Create deal

Creates a new deal

Create organization

Creates a new organization

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Update notes

Updates existing notes

Update contact person

Updates the details of an existing contact person

Update activity

Updates the details of an existing activity

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch activity

Fetches the details of the user activities

Fetch product by name

Fetches the details of an existing product by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by email address

Fetches the details of an existing person by email address

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch user by name

Fetches the details of an existing user by name

Create client

Creates a new client

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 Cliengo?

Cliengo provides a chatbot for your website. You can set up the bot on multiple websites, manage contacts, and convert visitors into leads.

Contact Management

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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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