Integrate Pipedrive with CleverReach
Send information between Pipedrive and CleverReach automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and CleverReach using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact person created
Triggers when a new contact person is created
Activity updated
Triggers when any detail of an existing activity is updated
Deal created
Triggers when a new deal is created
Note updated
Triggers when an existing note is updated
Note created
Triggers when a new note is added
Product created
Triggers when a new product is created
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage is created
Organization updated
Triggers when any detail of an existing organization is updated
Product updated
Triggers when any detail of an existing product is updated
Lead updated
Triggers when any detail of an existing lead is updated
Deal updated
Triggers when any detail of an existing deal is updated
Lead created
Triggers when a new lead is created
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Activity created
Triggers when a new activity is created
New subscription
Triggers when new subscriber is added to the selected list
New list
Triggers when new list is created
New unsubscription
Triggers when someone unsubscribes from the selected list
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create organization
Creates a new organization
Create contact person
Creates a contact new person
Create activity
Creates a new activity
Create note
Creates a new note for the selected lead, deal, person, or organization
Create product
Creates a new project
Add products to a deal
Adds multiple products to a deal
Create lead
Creates a new lead
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Update organization
Updates the details of an existing organization
Update contact person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Update product
Updates the details of an existing product
Fetch lead
Fetches the details of an existing lead
Fetch contact person
Fetches the details of an existing contact person
Fetch deal
Fetches the details of an existing deal
Fetch activity
Fetches the details of an existing user activity
Fetch organization
Fetches the details of an existing organization
Fetch field options
Fetches the specific field options by using its ID or name
Fetch user
Fetches the details of an existing user
Fetch product
Fetches the details of an existing product
Add or update subscriber
Adds or updates a subscriber in the selected list
Unsubscribe email
Unsubscribes an email address from the selected list
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 CleverReach?
CleverReach is an email marketing platform with multilingual interface. With features like bounce management and template engine, you can ensure better deliverability.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
