Integrate Pipedrive with Alegra
Send information between Pipedrive and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an estimate within your Alegra automatically, When a new deal is created in Pipedrive
Effortlessly create accurate estimates in your billing and accounting software every time, without any manual input. This flow will create an estimate in your Alegra when a new deal is created in Pipedrive.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow creates a new estimate in Alegra.
Generate an estimate within your Alegra automatically, When a new deal is created in Pipedrive
Pipedrive + Alegra
Generate an invoice in Alegra for newly closed deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Alegra each time a deal is closed in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in Alegra.
Generate an invoice in Alegra for newly closed deals in Pipedrive
Pipedrive + Alegra
Build your own integrations between Pipedrive and Alegra
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Supported triggers and actions
Integrate Pipedrive and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Invoice created
Triggers when a new invoice is created
Product or service created
Triggers when a new product or service is created
Payment recorded
Triggers when a new payment is recorded
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
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
Create estimate
Creates a new estimate
Create item
Creates a new item
Send estimate
Sends an estimate through email
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Send invoice
Sends an invoice through email
Fetch contact
Fetches the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch item
Fetches the details of an existing item
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.
Similar apps
What is Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
Similar apps
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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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
