Integrate Pipedrive with Roll
Send information between Pipedrive and Roll automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Roll for every accomplished deal in Pipedrive
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Roll 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 Roll.
Create a project within Roll for every accomplished deal in Pipedrive
Pipedrive + Roll
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Supported triggers and actions
Integrate Pipedrive and Roll 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
Time record created
Triggers when a new time record is created
Company created
Triggers when a new company is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
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
Create company
Creates a new company
Create project
Creates a new project
Create task
Creates a new task
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.
Similar apps
What is Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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