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
Note added
Triggers when a new note is added
Contact person created
Triggers when a new contact person is created
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Note updated
Triggers when an existing note is updated
Organization created
Triggers when a new organization is created
Activity updated
Triggers when any detail of an existing activity is updated
Deal updated
Triggers when any detail of an existing deal is updated
New subscription
Triggers when new subscriber is added to the selected list
New unsubscription
Triggers when someone unsubscribes from the selected list
New list
Triggers when new list is created
All Actions - Actions are the automated tasks
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
Create product
Creates a new product
Create activity
Creates a new activity
Create organization
Creates a new organization
Create deal
Creates a new deal
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 activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Update notes
Updates an existing note
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 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 phone
Fetches the details of an existing person record by phone number
Fetch activity
Fetches the details of the user activities
Fetch person by ID
Fetches the details of an existing person record by ID
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 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
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?
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 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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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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