Pipedrive

App Description

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.

Category : Sales Automation, CRM, Email, Premium

Triggers

Deal created

Triggers when a new deal is created

Pipeline created

Triggers when a new pipeline is created

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Organization created

Triggers when a new organization is created

Pipeline stage created

Triggers when a new pipeline stage is created

Actions

Create activity

Creates a new activity

Create deal

Creates a new deal

Create organization

Creates a new organization

Update deal

Updates the details of an existing deal

Create contact person

Creates a new contact person for the selected organization

Create notes

Creates notes for the selected deal

Create product

Creates a new 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 product

Updates the details of an existing product

Update activity

Updates the details of an existing activity

Fetch person

Fetches the details of an existing person by name

Fetch organization

Fetches the details of an existing organization by name

Fetch deal

Fetches the details of an existing deal by title

Fetch user

Fetches the details of an existing user by name

Fetch product

Fetches the details of an existing product by name

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.