Integrate Unleashed Software with Pipedrive
Send information between Unleashed Software and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new deal in Pipedrive for every new order created in Unleashed Software
Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Pipedrive whenever a new order is created in Unleashed Software.
How it works
- The flow triggers when a new sales order is created in Unleashed Software.
- Zoho Flow creates a new deal in Pipedrive.
Create a new deal in Pipedrive for every new order created in Unleashed Software
Unleashed Software + Pipedrive
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Supported triggers and actions
Integrate Unleashed Software and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sales order created
Triggers when a new sales order is created
Sales quote created
Triggers when a new sales quote is created
Stock adjustment created
Triggers when a new stock adjustment is created
Credit note created
Triggers when a new credit note is created
Warehouse stock transfer created
Triggers when a new warehouse stock transfer is created
Sales person created
Triggers when a new sales person is created
Product created
Triggers when a new product is created
Attribute set created
Triggers when a new attribute set is created
Customer created
Triggers when a new customer is created
Supplier created
Triggers when a new supplier is created
Product created or updated
Triggers when a new product is created or updated
Purchase order created
Triggers when a new purchase order is created
Bill of material created
Triggers when a new bill of material is created
Sales invoice created
Triggers when a new sales invoice is created
Assembly created
Triggers when a new assembly is created
Sales invoice created or updated
Triggers when a new sales invoice is created or the details of an existing sales invoice is updated
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
All Actions - Actions are the automated tasks
Create stock adjustment
Creates a new stock adjustment
Create attribute set
Creates a new attribute set
Create warehouse stock transfer
Creates a new warehouse stock transfer
Create product
Creates a new product
Complete warehouse stock transfer
Completes the existing warehouse stock transfer
Complete assembly
Completes an existing assembly
Create customer
Creates a new customer
Create sales order
Creates a new sales order
Create purchase order
Creates a new purchase order
Create bill of materials
Creates a new bill of materias
Complete sales order
Completes a sales order
Update product
Updates the details of an existing product
Create or update sales person
Updates the details of an existing sales person
Update customer
Updates the details of an existing customer
Update sales order
Updates the details of an existing sales order
Fetch sales order
Fetches the details of an existing sales order using Guid
Fetch stock adjustment
Fetches the details of an existing stock adjustment using Guid
Fetch credit note
Fetches the details of an existing credit note using Guid
Fetch sales quote
Fetches the details of an existing sales quote using Guid
Fetch product
Fetches the details of an existing product using Guid
Fetch customer
Fetches the details of an existing customer using Guid
Fetch supplier
Fetches the details of an existing supplier using Guid
Fetch purchase order
Fetches the details of an existing purchase order using Guid
Fetch warehouse stock transfer
Fetches the details of an existing warehouse stock transfer using transfer order number
Fetch sales invoice
Fetches the details of an existing sales invoice using Guid
Fetch bill of materials
Fetches the details of an existing bill of materials using Guid
Fetch assembly
Fetches the details of an existing assembly using Guid or assembly or disassembly number
Fetch attribute set
Fetches the details of an existing attribute set using Guid
Search customer
Searches the details of existing customer using customer code
Search sales order
Searches the details of existing sales order using order number
Search product
Searches the details of existing product using product code
Search purchase order
Searches the details of existing purchase order using order number
Search sales quote
Searches the details of an existing sales quote using quote number
Search assembly
Searches the details of an existing assembly using assembly number
Search sales invoice
Searches the details of an existing sales invoice using invoice number
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
What is Unleashed Software?
Unleashed software is an inventory management platform that gives your business real-time visibility of your stock — and total control of your purchasing, production, warehousing, and sales activity.
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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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Custom functions
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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Harnoor Abroll
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