Integrate Pipedrive with Zoho CRM
Send information between Pipedrive and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact person updated
Triggers when any detail of an existing contact person is updated
Deal updated
Triggers when any detail of an existing deal is updated
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
Activity updated
Triggers when any detail of an existing activity is updated
Deal created
Triggers when a new deal is created
Pipeline created
Triggers when a new pipeline is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Entry created or updated
Triggers when a record entry is created or updated
New contact
Triggers when a new contact is created
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create product
Creates a new product
Create deal
Creates a new deal
Create contact person
Creates a new contact person for the selected organization
Create organization
Creates a new organization
Create notes
Creates notes for the selected deal
Update deal
Updates the details of an existing deal
Create activity
Creates a new activity
Update product
Updates the details of an existing product
Update notes
Updates existing notes
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
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 activity
Fetches the details of the user activities
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 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 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 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
Add note
Adds a note to the selected module
Remove tags
Removes tags from the specified record
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update module entry
Updates the specified module entry
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add tags
Adds tags to the specified record
Raise signal
Raises a signal to Zoho CRM
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Pipedrive?
What is Zoho CRM?
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Webhook triggers
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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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Toto
Technical Engineer, Master Liveaboards
