Integrate Zoho Inventory with Pipedrive
Send information between Zoho Inventory and Pipedrive automatically, without writing any code, using Zoho Flow.
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Set up a new deal in Pipedrive for every new order placed through Zoho Inventory
Create deals for new orders to keep your sales team informed and follow up promptly. This integration will set up a new deal in Pipedrive for every new order placed through Zoho Inventory.
How it works
- The flow triggers when a new purchase order is created in Zoho Inventory.
- Zoho Flow creates a new deal in Pipedrive.
Set up a new deal in Pipedrive for every new order placed through Zoho Inventory
Zoho Inventory + Pipedrive
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Supported triggers and actions
Integrate Zoho Inventory and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Item group created
Triggers when a new item group is created
Transfer order created
Triggers when a new transfer order is created
Credit note created
Triggers when a new credit note is created
Sales order updated
Triggers when the details of an existing sales order are updated
Purchase receive created
Triggers when a new purchase receive is created
Inventory adjustment made
Triggers when a new inventory adjustment is made
Package updated
Triggers when the details of an existing package are updated
Invoice updated
Triggers when the details of an existing invoice are updated
Transfer order updated
Triggers when the details of an existing transfer order are updated
Task created
Triggers when a new task is created
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Custom module entry created
Triggers when a new custom module entry is created
Sales return made
Triggers when a new sales return is made
Purchase order created
Triggers when a new purchase order is created
Item updated
Triggers when the details of an existing item are updated
Vendor created
Triggers when a new vendor is created
Bill updated
Triggers when the details of an existing bill are updated
Inventory adjustment updated
Triggers when an existing inventory adjustment is updated
Custom module entry updated
Triggers when the details of an existing module entry are updated
Purchase receive updated
Triggers when the details of an existing purchase receive are updated
Vendor payment received
Triggers when a vendor payment is made
Shipment created
Triggers when a new shipment is created
Invoice created
Triggers when a new invoice is created
Customer payment updated
Triggers when a payment made by a customer is updated
Shipment updated
Triggers when the details of an existing shipment are updated
Credit note updated
Triggers when the details of an existing credit note are updated
Item created
Triggers when a new item is created
Customer created
Triggers when a new customer is created
Retainer invoice created
Triggers when a new retainer invoice is created
Bundle created
Triggers when a new bundle is created
Category created
Triggers when a new category is created
Bill created
Triggers when a new bill is created
Package created
Triggers when a new package is created
Purchase order updated
Triggers when the details of an existing purchase order are updated
Sales order created
Triggers when a new sales order is created
Customer payment received
Triggers when a new payment is made by a customer
Customer updated
Triggers when the details of an existing customer are updated
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 sales order
Creates a new sales order
Mark shipment as delivered
Marks the specified shipment as delivered
Send purchase order
Sends a purchase order to the specified email addresses
Create credit note
Creates a new credit note
Create purchase receive
Creates a new purchase receive
Create sales return receive
Creates a new sales return receive
Add comment
Adds a new comment to an existing module
Add address
Adds a new address
Create invoice
Creates a new invoice
Create inventory adjustment
Creates a new inventory adjustment
Create sales return
Creates a new sales return
Create custom module entry
Creates a new custom module entry
Create retainer invoice
Creates a new retainer invoice
Create shipment order
Creates a new shipment order
Create bundle
Creates a new bundle
Create transfer order
Creates a new transfer order
Create contact person
Creates a new contact person
Create vendor
Creates a new vendor
Create customer
Creates a new customer
Record customer payment
Records the details of a customer payment
Create warehouse
Creates a new warehouse
Create item
Creates a new item
Create bill
Creates a new bill
Create category
Creates a new category
Create package
Creates a new package
Create purchase order
Creates a new purchase order
Record vendor payment
Records the details of a vendor payment
Update item status
Updates the status of an existing item
Update purchase order
Updates the details of an existing purchase order
Update sales order status
Updates the status of an existing sales order
Update invoice status
Updates the status of an existing invoice
Update invoice
Updates the details of an existing invoice
Send credit note
Sends a credit note to the specified email addresses
Update sales order
Updates the details of an existing sales order
Update bill status
Updates the status of an existing bill
Update retainer invoice
Updates the details of an existing retainer invoice
Update address
Updates the details of an existing address
Update credit note status
Updates the status of an existing credit note
Update category
Updates the details of an existing category
Update warehouse
Updates the details of an existing warehouse
Update customer
Updates the details of an existing customer
Update purchase order status
Updates the status of an existing purchase order
Mark transfer order as received
Marks the specified transfer order as received
Send sales order
Sends a sales order to the specified email addresses
Update item
Updates the details of an existing item
Send invoice
Sends an invoice to the specified email addresses
Update credit note
Updates the details of an existing credit note
Update bill
Updates the details of an existing bill
Update vendor
Updates the details of an existing vendor
Update custom module entry
Updates the details of a existing custom module entry
Update contact person
Updates the details of an existing contact person
Fetch purchase order
Fetches the details of an existing purchase order
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch warehouse
Fetches the details of an existing warehouse
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch customer
Fetches the details of an existing customer
Fetch transfer order
Fetches the details of an existing transfer order
Fetch item group
Fetches the details of an existing item group
Fetch invoice
Fetches the details of an existing invoice
Fetch item
Fetches the details of an existing item
Fetch contact person
Fetches the details of an existing contact person
Fetch retainer invoice
Fetches the details of an existing retainer invoice
Fetch package
Fetches the details of an existing package
Fetch vendor
Fetches the details of an existing vendor
Fetch sales order
Fetches the details of an existing sales order
Fetch credit note
Fetches the details of an existing credit note
Fetch sales return
Fetches the details of an existing sales return
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user
Fetch purchase receive
Fetches the details of an existing purchase receive
Fetch shipment
Fetches the details of an existing shipment
Fetch bill
Fetches the details of an existing bill
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
What is Zoho Inventory?
Zoho Inventory is inventory management software that lets you manage all your orders. You can manage your contacts, bills, reports, and generate invoices easily.
Similar apps
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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Technical Engineer, Master Liveaboards
