Integrate Pipedrive with Productive

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

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Create a project within Productive for every accomplished deal in Pipedrive

Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Productive for every accomplished deal 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 Productive.
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Create a project within Productive for every accomplished deal in Pipedrive

Pipedrive + Productive

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Supported triggers and actions

Integrate Pipedrive and Productive 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

Task created

Triggers when a new task is created

Booking created

Triggers when a new booking is created

Contact created

Triggers when a new contact is added

Deal created

Triggers when a new deal is created

Contract created

Triggers when a new contract 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 contract

Creates a new contract

Create task

Creates a new task

Create contact

Creates a new contact

Create project

Creates a new project

Create booking

Creates a new booking

Create deal

Creates a new deal

Update contact

Updates the details of an existing contact

Update booking

Updates the details of an existing booking

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Update deal

Updates the details of an existing deal

Update contract

Updates the details of an existing contract

Fetch contact

Fetches the details of an existing contact using ID

Fetch project

Fetches the details of an existing project using project ID

Fetch company

Fetches the details of an existing company using name

Fetch people

Fetches the details of the specified people

Fetch task

Fetches the details of an existing task using task ID

Fetch booking

Fetches the details of an existing booking using ID

Fetch contract

Fetches the details of an existing contract using ID

Fetch deal

Fetches the details of an existing deal using ID

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 Productive?

Productive is a project management tool that includes everything you need to run a profitable agency

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Logic

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Custom functions

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