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

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

Note added

Triggers when a new note is added

Activity created

Triggers when a new activity is created

Note updated

Triggers when an existing note is updated

Pipeline created

Triggers when a new pipeline 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

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal created

Triggers when a new deal is created

New client

Triggers when a new client is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Create product

Creates a new product

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 activity

Creates a new activity

Create organization

Creates a new 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

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

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 person by ID

Fetches the details of an existing person record by ID

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 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 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 name

Fetches the details of an existing person record by name

Fetch organization by name

Fetches the details of an existing organization 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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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