Integrate Pipedrive with Zoho Projects

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

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Generate a new project in Zoho Projects for every deal successfully closed in Pipedrive

Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Zoho Projects for every deal won in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new project in Zoho Projects.
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Generate a new project in Zoho Projects for every deal successfully closed in Pipedrive

Pipedrive + Zoho Projects

Build your own integrations between Pipedrive and Zoho Projects

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Supported triggers and actions

Integrate Pipedrive and Zoho Projects 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

Task list created

Triggers when a new task list is created

Task updated in project

Triggers when the details of an existing task are updated in the selected project

Bug submitted

Triggers when a new bug/issue is submitted

Overdue task or subtask in portal

Triggers when a task or subtask in the selected portal becomes overdue

Overdue task in project

Triggers when a task in the selected project becomes overdue

Task created in project

Triggers when a new task is created in the selected project

Comment added

Triggers when a new comment is added to the selected task

Milestone created

Triggers when a new milestone is created

Task list completed

Triggers when a task list is marked as completed

Bug submitted in project

Triggers when a new bug/issue is submitted in the selected project

Event created

Triggers when a new event is created

Milestone created in a portal

Triggers when a new milestone is created in the selected portal

Milestone completed

Triggers when a milestone is marked as completed

Task created

Triggers when a new task is created in the selected portal

Task completed

Triggers when a task is completed in the selected portal

Project updated

Triggers when the details of an existing project are updated

Task or subtask updated

Triggers when the details of an existing task or subtask are updated in the selected portal

Milestone completed in a portal

Triggers when a milestone is completed in any project in the selected portal

Project comment added

Triggers when a new comment is added in the selected project

Project created

Triggers when a new project 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

Add existing client company to a project

Adds an existing client company to a project

Create comment in project

Creates a new comment in the selected project

Add followers to task

Adds the specified users as followers to an existing task

Create task list

Creates a new task list

Create subtask

Creates a new subtask in the selected task

Add comment to bug

Adds a new comment to the selected bug

Create event

Creates a new event

Create milestone

Creates a new milestone

Add user to project

Adds a user to the selected project

Create project

Creates a new project

Create issue time log

Creates a time log for the selected issue

Add comment

Adds a comment to the selected task

Create time log for task

Creates a time log for the selected task

Create task

Creates a new task

Submit bug

Submits a new bug/issue

Add client to project

Adds a client to the selected project

Add client company

Creates a new client company

Create general time log

Creates a general time log for the selected project

Update task list

Updates the details of a task list using its ID

Update issue time log

Updates the details of an existing issue time log

Update task or subtask

Updates the task or subtask details for the specified ID

Update task time log

Updates the details of an existing task time log

Update bug

Updates the details of an existing bug/issue

Update general time log

Updates the details of an existing general time log

Complete milestone

Completes an existing milestone

Update project

Updates the details of an existing project

Update client company

Updates the details of an existing client company

Fetch bug in project

Fetches the details of an existing bug/task in the selected project

Fetch project status

Fetches the status of a project by name

Fetch task status

Fetches the status of an existing task by task name

Fetch task in project

Fetches the details of an existing task by ID, name, owner, or status in the selected project

Fetch clients in a project

Fetches the clients associated with the selected project

Fetch milestone

Fetch the details of an existing milestone by search term

Fetch user

Fetches the details of an existing user by email address or user ID

Fetch time log

Fetches the details of an existing time log by bill status and owner

Fetch milestone by ID

Fetches the details of an existing milestone by ID

Fetch project - By search term

Fetches the details of an existing project by search term

Fetch task list

Fetches the details of an existing task list by name

Fetch task

Fetches the details of an existing task by name

Fetch project - By ID

Fetches the details of an existing project by ID

Fetch CRM deals

Fetch the CRM deals associated with the selected project

Fetch tag

Fetches the specified tag using name

Fetch user in portal

Fetches the details of a user in the selected portal using 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.

What is Zoho Projects?

Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.

Project Management Zoho

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