Integrate Pipedrive with Paymo

Send information between Pipedrive and Paymo automatically, without writing any code, using Zoho Flow.

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Generate a new project in Paymo for every deal successfully closed in Pipedrive

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Paymo for every deal won in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new project in Paymo.
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Generate a new project in Paymo for every deal successfully closed in Pipedrive

Pipedrive + Paymo

Build your own integrations between Pipedrive and Paymo

Connect Pipedrive and Paymo with over 900+ 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 Paymo 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

New project

Triggers when a new project is created

New time entry

Triggers when a new time entry is created

New task

Triggers when a new task is created

New task list

Triggers when a new task list is created

New invoice

Triggers when a new invoice is created

New client

Triggers when a new client 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 time entry

Creates a new time entry

Create task

Creates a new task

Create project

Creates a new project

Create client

Creates a new client

Create task list

Creates a new task list

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.

What is Paymo?

Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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