Integrate Pipedrive with Zoho Cliq
Send information between Pipedrive and Zoho Cliq automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Zoho Cliq using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact person updated
Triggers when the details of an existing contact person is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Lead updated
Triggers when the details of an existing lead is updated
Note updated
Triggers when an existing note is updated
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when the details of an existing activity is updated
Deal updated
Triggers when the details of an existing deal is updated
Activity created
Triggers when a new activity is created
Organization created
Triggers when a new organization is created
New channel added
Triggers when a new channel is created in your organization
All Actions - Actions are the automated tasks
Create organization
Creates a new organization
Create product
Creates a new product
Create activity
Creates a new activity
Update deal
Updates the details of an existing deal
Create lead
Creates a new lead
Create contact person
Creates a new contact person for the selected organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create project
Creates a new project
Create deal
Creates a new deal
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Update notes
Updates the details of an existing note
Update contact person
Updates the details of an existing contact person
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch deal by title
Fetches the details of an existing deal by title
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by name
Fetches the details of an existing person record by name
Fetch person by email address
Fetches the details of an existing person by email address
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch activity
Fetches the details of an existing user activity
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch product by name
Fetches the details of an existing product by name
Fetch person by ID
Fetches the details of an existing person record by ID
Create channel
Creates a new channel
Post card to channel
Posts a card to the specified channel
Message as bot on channel
Message as a bot on the specified channel
Create thread
Creates a new thread using message ID
Pin message
Pin an existing message in a conversation using message ID
Message user
Sends a message to the specified user
Add bot in a channel
Adds a bot to the selected channel
Message to bot
Sends a message to the selected bot
Message as bot to user
Posts a message as a bot to the specified user
Add user status
Adds the specified status to an existing user
Add channel member
Adds a new channel member
Message in channel
Posts a message in a channel
Delete channel
Deletes the selected channel
Update channel
Updates the details of an existing channel
Archive channel
Archives the selected channel
Post card to chat
Posts a card to the specified chat
Unarchive channel
Unarchives the selected channel
Update channel member role
Updates the role of a channel member
Message as bot
Posts message as the specified bot in the selected chat or channel
Fetch channel
Fetches the details of an existing channel by name
Fetch team
Fetches the details of an existing team by name
Fetch user by name or email
Fetches an existing user by name or email address
Remove channel member
Removes the specified member from the selected channel
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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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Endless integrations. End to manual work.
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