Integrate Pipedrive with LiquidPlanner
Send information between Pipedrive and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in LiquidPlanner for every deal won in your Pipedrive
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in LiquidPlanner for every deal successfully 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 project in LiquidPlanner.
Create a new project in LiquidPlanner for every deal won in your Pipedrive
Pipedrive + LiquidPlanner
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Supported triggers and actions
Integrate Pipedrive and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note updated
Triggers when an existing note is updated
Note added
Triggers when a new note is added
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Lead updated
Triggers when the details of an existing lead is updated
Deal updated
Triggers when the details of an existing deal is updated
Activity created
Triggers when a new activity is created
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when the details of an existing contact person is updated
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when the details of an existing activity is updated
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or updated
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 organization
Creates a new organization
Create product
Creates a new product
Create activity
Creates a new activity
Create contact person
Creates a new contact person for the selected organization
Create project
Creates a new project
Create lead
Creates a new lead
Create deal
Creates a new deal
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Update notes
Updates the details of an existing note
Update contact person
Updates the details of an existing contact person
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by name
Fetches the details of an existing person record by name
Fetch person by email address
Fetches the details of an existing person by email address
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch deal by title
Fetches the details of an existing deal by title
Fetch product by name
Fetches the details of an existing product by name
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch activity
Fetches the details of an existing user activity
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
Create package
Creates a new package
Create project
Creates a new project
Create event
Creates a full day event
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create task
Creates a new task
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 LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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