Integrate CleverReach with Pipedrive
Send information between CleverReach and Pipedrive automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate CleverReach and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Note updated
Triggers when an existing note is updated
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
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
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Add or update subscriber
Adds or updates a subscriber in the selected list
Unsubscribe email
Unsubscribes an email address from the selected list
Update deal
Updates the details of an existing deal
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create activity
Creates a new activity
Create product
Creates a new product
Create deal
Creates a new deal
Create project
Creates a new project
Create organization
Creates a new organization
Create lead
Creates a new lead
Create contact person
Creates a new contact person for the selected organization
Update contact person
Updates the details of an existing contact person
Update product
Updates the details of an existing product
Update lead
Updates the details of an existing lead
Update notes
Updates the details of an existing note
Update activity
Updates the details of an existing activity
Update organization
Updates the details of an existing organization
Fetch activity
Fetches the details of an existing user activity
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 person by phone number
Fetches the details of an existing person by phone number
Fetch organization by name
Fetches the details of an existing organization by name
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by ID
Fetches the details of an existing organization by ID
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 person by email address
Fetches the details of an existing person by email address
Fetch product by name
Fetches the details of an existing product by name
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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What is Pipedrive?
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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