Integrate Pipedrive with DoneDone

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

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Generate a new project in DoneDone for every deal successfully closed in Pipedrive

Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in DoneDone for every deal won 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 DoneDone.
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Generate a new project in DoneDone for every deal successfully closed in Pipedrive

Pipedrive + DoneDone

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Supported triggers and actions

Integrate Pipedrive and DoneDone using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when any detail of an existing deal is updated

Organization created

Triggers when a new organization is created

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Deal created

Triggers when a new deal is created

Note updated

Triggers when an existing note is updated

Note added

Triggers when a new note is added

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Task created

Triggers when a new task is created in the selected project

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create contact person

Creates a new contact person for the selected organization

Create lead

Creates a new lead

Create activity

Creates a new activity

Create organization

Creates a new organization

Create product

Creates a new product

Update deal

Updates the details of an existing deal

Create notes

Creates a new note for the selected lead, deal, person, or organization

Update organization

Updates the details of an existing organization

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

Fetch person by email address

Fetches the details of an existing person by email address

Fetch product by name

Fetches the details of an existing product by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch organization by ID

Fetches the details of an existing organization 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 deal by title

Fetches the details of an existing deal by title

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch person by ID

Fetches the details of an existing person record by ID

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 comment

Adds a comment to the specified task

Create project

Creates a new project

Create task

Creates a task in the selected project

Update task status

Updates the status of the specified task

Update task priority

Updates the priority of the specified task

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 DoneDone?

DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.

Project Management

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Webhook triggers

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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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