Integrate Pipedrive with Zoho BugTracker

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

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Create a new project in Zoho BugTracker for every deal won in Pipedrive

Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Zoho BugTracker 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 Zoho BugTracker.
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Create a new project in Zoho BugTracker for every deal won in Pipedrive

Pipedrive + Zoho BugTracker

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Supported triggers and actions

Integrate Pipedrive and Zoho BugTracker 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

User added

Triggers when a new user is added to the selected project

Issue submitted

Triggers when a new issue is submitted in the selected project

Milestone created

Triggers when a new milestone is created in the selected project

Event created

Triggers when a new event is created in the selected project

Project created

Triggers when a new project 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

Add user

Adds a new user to the selected project

Add comment

Adds a new comment to the selected issue

Create project

Creates a new project

Create milestone

Creates a new milestone in the selected project

Create event

Creates a new event in the selected project

Submit issue

Submits a new issue in the selected project

Update issue

Updates an existing issue in the selected project

Fetch project by name

Fetches the details of an existing project by name

Fetch issue

Fetches the details of an existing issue by 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 Zoho BugTracker?

Zoho BugTracker is an online tool to track issues. You can view progress with bug reports, manage files, and restrict access with different user roles.

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Logic

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Custom functions

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

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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

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