Integrate Pipedrive with Hiveage

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

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Create an invoice in Hiveage for the latest closed deals in Pipedrive

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Hiveage each time a deal is 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 invoice in Hiveage.
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Create an invoice in Hiveage for the latest closed deals in Pipedrive

Pipedrive + Hiveage

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Supported triggers and actions

Integrate Pipedrive and Hiveage using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal created

Triggers when a new deal is created

Activity updated

Triggers when any detail of an existing activity is updated

Note added

Triggers when a new note is added

Note updated

Triggers when an existing note is updated

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Deal updated

Triggers when any detail of an existing deal is updated

Organization created

Triggers when a new organization is created

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

New connection

Triggers when a new connection is created

New contact

Triggers when a new contact is created

New invoice

Triggers when a new invoice is created

New estimate

Triggers when a new estimate is created

New item

Triggers when a new item is created

New expense entry

Triggers when a new expense entry is created

All Actions - Actions are the automated tasks

Create organization

Creates a new organization

Create notes

Creates a new note for the selected lead, deal, person, or organization

Create lead

Creates a new lead

Create deal

Creates a new deal

Create contact person

Creates a new contact person for the selected organization

Create activity

Creates a new activity

Create product

Creates a new product

Update deal

Updates the details of an existing deal

Update lead

Updates the details of an existing lead

Update notes

Updates the details of an existing note

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update activity

Updates the details of an existing activity

Update organization

Updates the details of an existing organization

Fetch product by name

Fetches the details of an existing product by name

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch activity

Fetches the details of an existing user activity

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by ID

Fetches the details of an existing person record 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 person by name

Fetches the details of an existing person record by name

Fetch organization by name

Fetches the details of an existing organization by name

Create item

Creates a new item

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Create connection

Creates a new connection

Create estimate

Creates a new estimate

Create expense entry

Creates a new expense entry

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 Hiveage?

Hiveage is online invoicing software for small businesses. You can send branded invoices, track expenses, and enable recurring invoices to manage subscriptions.

Proposals & Invoices

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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