Integrate Pipedrive with Calley

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

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Set up a new contact in Calley when a contact is created in Pipedrive

Keep your automatic call dialer's contact information updated for smooth and efficient customer interactions. This flow will create a new contact in Calley for new contacts created in Pipedrive.

How it works
  1. The flow triggers when a new contact person is created in Pipedrive.
  2. Zoho Flow adds a new contact or updates the details of an existing contact in Calley.
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Set up a new contact in Calley when a contact is created in Pipedrive

Pipedrive + Calley

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Supported triggers and actions

Integrate Pipedrive and Calley using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact person created

Triggers when a new contact person is created

Pipeline stage created

Triggers when a new pipeline stage is created

Organization created

Triggers when a new organization is created

Activity updated

Triggers when any detail of an existing activity is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal created

Triggers when a new deal is created

Pipeline created

Triggers when a new pipeline is created

Activity created

Triggers when a new activity is created

Deal updated

Triggers when any detail of an existing deal is updated

Note added

Triggers when a new note is added

Note updated

Triggers when an existing note is updated

All Actions - Actions are the automated tasks

Create contact person

Creates a new contact person for the selected organization

Create deal

Creates a new deal

Create notes

Creates a new note for the selected lead, deal, person, or organization

Update deal

Updates the details of an existing deal

Create product

Creates a new product

Create organization

Creates a new organization

Create activity

Creates a new activity

Create lead

Creates a new lead

Update product

Updates the details of an existing product

Update notes

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update contact person

Updates the details of an existing contact person

Fetch product by name

Fetches the details of an existing product by name

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 activity

Fetches the details of an existing user activity

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by title

Fetches the details of an existing deal by title

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch person by ID

Fetches the details of an existing person record by ID

Add or update contact

Adds a new contact or updates the details of an existing contact

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 Calley?

Calley is a cloud-based automatic call dialer application that enables businesses and individuals to auto-dial leads and prospects.

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Custom functions

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