Integrate Pipedrive with Zoho Projects
Send information between Pipedrive and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in Zoho Projects for every deal successfully closed in Pipedrive
Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Zoho Projects for every deal won 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 Zoho Projects.
Generate a new project in Zoho Projects for every deal successfully closed in Pipedrive
Pipedrive + Zoho Projects
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Supported triggers and actions
Integrate Pipedrive and Zoho Projects 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
Task completed
Triggers when a task is completed in the selected portal
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Project comment added
Triggers when a new comment is added in the selected project
Task created in project
Triggers when a new task is created in the selected project
Event created
Triggers when a new event is created
Task created
Triggers when a new task is created in the selected portal
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Project created
Triggers when a new project is created
Task list completed
Triggers when a task list is marked as completed
Project updated
Triggers when the details of an existing project are updated
Bug submitted
Triggers when a new bug/issue is submitted
Milestone completed
Triggers when a milestone is marked as completed
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Milestone created
Triggers when a new milestone is created
Overdue task in project
Triggers when a task in the selected project becomes overdue
Task list created
Triggers when a new task list is created
Comment added
Triggers when a new comment is added to the selected task
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 time log for task
Creates a time log for the selected task
Create general time log
Creates a general time log for the selected project
Add user to project
Adds a user to the selected project
Add comment
Adds a comment to the selected task
Create subtask
Creates a new subtask in the selected task
Create task
Creates a new task
Add existing client company to a project
Adds an existing client company to a project
Add client to project
Adds a client to the selected project
Create issue time log
Creates a time log for the selected issue
Add comment to bug
Adds a new comment to the selected bug
Add followers to task
Adds the specified users as followers to an existing task
Create comment in project
Creates a new comment in the selected project
Submit bug
Submits a new bug/issue
Create project
Creates a new project
Associate project with a team
Associates a project with the selected team
Create milestone
Creates a new milestone
Add client company
Creates a new client company
Create task list
Creates a new task list
Create event
Creates a new event
Update task list
Updates the details of a task list using its ID
Update client company
Updates the details of an existing client company
Update bug
Updates the details of an existing bug/issue
Update task or subtask
Updates the task or subtask details for the specified ID
Update project
Updates the details of an existing project
Update issue time log
Updates the details of an existing issue time log
Complete milestone
Completes an existing milestone
Update general time log
Updates the details of an existing general time log
Update task time log
Updates the details of an existing task time log
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task status
Fetches the status of an existing task by task name
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch task
Fetches the details of an existing task by name
Fetch task list
Fetches the details of an existing task list by name
Fetch project status
Fetches the status of a project by name
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
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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What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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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
Endless integrations. End to manual work.
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