Integrate Pipedrive with Upflow
Send information between Pipedrive and Upflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Upflow for the latest closed deals in Pipedrive
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Upflow each time a deal is closed in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in Upflow.
Create an invoice in Upflow for the latest closed deals in Pipedrive
Pipedrive + Upflow
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Supported triggers and actions
Integrate Pipedrive and Upflow 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
Payment created
Triggers when a new payment is created
Invoice created
Triggers when a new invoice is created
Customer added
Triggers when a new customer is added
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 payment
Creates a payment entry
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create customer contact
Creates a new customer contact
Update customer
Updates the details of an existing customer
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 Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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