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Integrate Pipedrive with Neaktor
Send information between Pipedrive and Neaktor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new project in Neaktor for every deal successfully closed in Pipedrive
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Neaktor for every accomplished deal 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 using the specified module in Neaktor.
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Generate a new project in Neaktor for every deal successfully closed in Pipedrive
Pipedrive + Neaktor
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Build your own integrations between Pipedrive and Neaktor
Connect Pipedrive and Neaktor with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and Neaktor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Note updated
Triggers when an existing note is updated
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Note added
Triggers when a new note is added
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Pipeline stage created
Triggers when a new pipeline stage is created
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Contact person created
Triggers when a new contact person is created
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Lead updated
Triggers when the details of an existing lead is updated
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Deal updated
Triggers when the details of an existing deal is updated
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Activity created
Triggers when a new activity is created
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Organization created
Triggers when a new organization is created
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Contact person updated
Triggers when the details of an existing contact person is updated
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Deal created
Triggers when a new deal is created
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Lead created
Triggers when a new lead is created
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Pipeline created
Triggers when a new pipeline is created
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Activity updated
Triggers when the details of an existing activity is updated
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Task deleted
Triggers when a task is deleted
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Task created
Triggers when a new task is created
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Task status updated
Triggers when the details of an existing task is updated
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Assignee changed
Triggers when the assignee is changed
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Task comment added
Triggers when a new task comment is added
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Task status completed
Triggers when a task status is marked complete
All Actions - Actions are the automated tasks
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Update deal
Updates the details of an existing deal
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Create notes
Creates a new note for the selected lead, deal, person, or organization
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Create organization
Creates a new organization
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Create product
Creates a new product
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Create activity
Creates a new activity
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Create contact person
Creates a new contact person for the selected organization
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Create project
Creates a new project
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Create lead
Creates a new lead
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Create deal
Creates a new deal
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Update product
Updates the details of an existing product
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Update organization
Updates the details of an existing organization
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Update notes
Updates the details of an existing note
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Update contact person
Updates the details of an existing contact person
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Update activity
Updates the details of an existing activity
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Update lead
Updates the details of an existing lead
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Fetch user by name
Fetches the details of an existing user by name
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Fetch organization by name
Fetches the details of an existing organization by name
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Fetch person by name
Fetches the details of an existing person record by name
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Fetch person by email address
Fetches the details of an existing person by email address
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Fetch lead
Fetch the details of an existing lead by ID or title
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Fetch deal by title
Fetches the details of an existing deal by title
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Fetch product by name
Fetches the details of an existing product by name
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Fetch person by ID
Fetches the details of an existing person record by ID
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Fetch person by phone number
Fetches the details of an existing person by phone number
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Fetch activity
Fetches the details of an existing user activity
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Fetch deal by ID
Fetches the details of an existing deal by ID
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Fetch organization by ID
Fetches the details of an existing organization by ID
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Add project managers
Adds project managers to the specified project
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Create task
Creates a new task using the specified task model
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Create reminder
Creates a new reminder
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Create event
Creates a new event
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Create project
Creates a new project using the specified module
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Update project
Updates the details of an existing project
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Update event
Updates the details of an event
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Update task
Updates the details of an existing task using ID or IDx
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Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
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Fetch user
Fetches the details of an existing user using email address
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Fetch task
Fetches the details of an existing project using ID or IDx
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Fetch project
Fetches the details of an existing project using ID or key
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 Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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