Integrate Pipedrive with Teambook
Send information between Pipedrive and Teambook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Teambook for every deal won in your Pipedrive
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will automatically create a project within Teambook for every accomplished deal in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new project in Teambook.
Create a new project in Teambook for every deal won in your Pipedrive
Pipedrive + Teambook
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Supported triggers and actions
Integrate Pipedrive and Teambook 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
Project created
Triggers when a new project is created
User added
Triggers when a new user is added
Client added
Triggers when a new client is added
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 user
Creates a new user
Create project
Creates a new project
Create client
Creates a new client
Create booking
Creates a new booking
What is Pipedrive?
What is Teambook?
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.
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