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Integrate Pipedrive with Teamwork Projects
Send information between Pipedrive and Teamwork Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Teamwork Projects for every deal won in Pipedrive
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Teamwork Projects for every accomplished deal 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 Teamwork Projects.
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Create a new project in Teamwork Projects for every deal won in Pipedrive
Pipedrive + Teamwork Projects
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Build your own integrations between Pipedrive and Teamwork Projects
Connect Pipedrive and Teamwork Projects with over 850+ 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 Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact person created
Triggers when a new contact person is created
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Pipeline stage created
Triggers when a new pipeline stage is created
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Organization created
Triggers when a new organization is created
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Activity updated
Triggers when any detail of an existing activity is updated
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Contact person updated
Triggers when any detail of an existing contact person is updated
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Deal created
Triggers when a new deal is created
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Pipeline created
Triggers when a new pipeline is created
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Activity created
Triggers when a new activity is created
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Deal updated
Triggers when any detail of an existing deal is updated
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Note added
Triggers when a new note is added
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Note updated
Triggers when an existing note is updated
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New project
Triggers when a new project is created
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New time entry
Triggers when a new time entry is created in the selected project
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New task
Triggers when a new task is created in the selected project
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New milestone
Triggers when a new milestone is created in the selected project
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New person
Triggers when a new person is added
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New company
Triggers when a new company is created
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New task list
Triggers when a new task list is created in the selected project
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New message
Triggers when a new message is created in the selected project
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New person in project
Triggers when a new person is added in the selected project
All Actions - Actions are the automated tasks
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Create contact person
Creates a new contact person for the selected organization
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Create deal
Creates a new deal
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Create notes
Creates a new note for the selected lead, deal, person, or organization
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Update deal
Updates the details of an existing deal
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Create product
Creates a new product
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Create organization
Creates a new organization
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Create activity
Creates a new activity
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Create lead
Creates a new lead
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Update product
Updates the details of an existing product
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Update notes
Updates the details of an existing note
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Update lead
Updates the details of an existing lead
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Update organization
Updates the details of an existing organization
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Update activity
Updates the details of an existing activity
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Update contact person
Updates the details of an existing contact person
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Fetch product by name
Fetches the details of an existing product by name
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Fetch organization by name
Fetches the details of an existing organization by name
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Fetch lead
Fetch the details of an existing lead by ID or title
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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 person by phone number
Fetches the details of an existing person by phone number
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Fetch person by email address
Fetches the details of an existing person by email address
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Fetch deal by title
Fetches the details of an existing deal by title
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Fetch organization by ID
Fetches the details of an existing organization by ID
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Fetch user by name
Fetches the details of an existing user 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 ID
Fetches the details of an existing person record by ID
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Create company
Creates a new company
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Create task
Creates a new task in the selected task list
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Create milestone
Creates a new milestone in the selected project
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Add person
Adds a new person
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Create project
Creates a new project
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Create message
Creates a new message in the selected project
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Create time entry
Creates a new time entry in the selected project
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Fetch company
Fetches the details of an existing company
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Fetch project
Fetches the details of an existing project
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Fetch tag
Fetches the details of a tag by ID or name
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Fetch task
Fetches the details of an existing task
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Fetch person
Fetches the details of a person by person ID or 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 Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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