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Integrate Pipedrive with Zoho Projects
Send information between Pipedrive and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new project in Zoho Projects for every deal successfully closed in Pipedrive
Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Zoho Projects for every deal won 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 Zoho Projects.
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Generate a new project in Zoho Projects for every deal successfully closed in Pipedrive
Pipedrive + Zoho Projects
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Build your own integrations between Pipedrive and Zoho Projects
Connect Pipedrive and Zoho Projects 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 Zoho Projects 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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Bug submitted
Triggers when a new bug/issue is submitted
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Milestone updated in a portal
Triggers when a milestone is updated in a portal
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Overdue task in project
Triggers when a task in the selected project becomes overdue
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Event created
Triggers when a new event is created
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Comment added
Triggers when a new comment is added to the selected task
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Task list completed
Triggers when a task list is marked as completed
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Task list created
Triggers when a new task list is created
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Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
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Task created
Triggers when a new task is created in the selected portal
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Project created
Triggers when a new project is created
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Task completed
Triggers when a task is completed in the selected portal
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Milestone completed
Triggers when a milestone is marked as completed
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Milestone updated
Triggers when a milestone is updated in a project
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Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
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Milestone created in a portal
Triggers when a new milestone is created in the selected portal
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Task created in project
Triggers when a new task is created in the selected project
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Project comment added
Triggers when a new comment is added in the selected project
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Bug updated
Triggers when the details of an existing bug/issue are updated
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Task updated in project
Triggers when the details of an existing task are updated in the selected project
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Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
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Milestone created
Triggers when a new milestone is created
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Project updated
Triggers when the details of an existing project are updated
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Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
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Bug updated in project
Triggers when the details of an existing bug/issue are updated in the selected project
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 comment to bug
Adds a new comment to the selected bug
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Submit bug
Submits a new bug/issue
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Create subtask
Creates a new subtask in the selected task
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Create task
Creates a new task
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Add existing client company to a project
Adds an existing client company to a project
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Add client to project
Adds a client to the selected project
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Add client company
Creates a new client company
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Create milestone
Creates a new milestone
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Create comment in project
Creates a new comment in the selected project
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Add user to project
Adds a user to the selected project
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Create time log for task
Creates a time log for the selected task
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Create general time log
Creates a general time log for the selected project
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Create event
Creates a new event
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Create task list
Creates a new task list
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Add comment
Adds a comment to the selected task
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Add followers to task
Adds the specified users as followers to an existing task
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Create project
Creates a new project
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Create issue time log
Creates a time log for the selected issue
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Associate project with a team
Associates a project with the selected team
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Update general time log
Updates the details of an existing general time log
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Approve task timelog
Approves a task timelog
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Update client company
Updates the details of an existing client company
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Update issue time log
Updates the details of an existing issue time log
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Update task list
Updates the details of a task list using its ID
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Approve timelog
Approves a general timelog
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Update project
Updates the details of an existing project
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Complete milestone
Completes an existing milestone
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Update bug
Updates the details of an existing bug/issue
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Update task or subtask
Updates the details of an existing task or subtask for the specified ID
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Update task time log
Updates the details of an existing task time log
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Fetch milestone
Fetch the details of an existing milestone by search term
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Fetch user
Fetches the details of an existing user by email address or user ID
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Fetch project - By search term
Fetches the details of an existing project by search term
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Fetch task list
Fetches the details of an existing task list by name
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Fetch milestone by ID
Fetches the details of an existing milestone by ID
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Fetch task status
Fetches the status of an existing task by task name
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Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
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Fetch project - By ID
Fetches the details of an existing project by ID
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Fetch task
Fetches the details of an existing task by name
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Fetch clients in a project
Fetches the clients associated with the selected project
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Fetch time log
Fetches the details of an existing time log by bill status and owner
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Fetch project status
Fetches the status of a project by name
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Fetch bug in project
Fetches the details of an existing bug/task in the selected project
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Fetch CRM deals
Fetch the CRM deals associated with the selected project
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Fetch tag
Fetches the specified tag using name
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Fetch user in portal
Fetches the details of a user in the selected portal using email address
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 Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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