Integrate Pipedrive with Easy Projects
Send information between Pipedrive and Easy Projects automatically, without writing any code, using Zoho Flow.
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Generate a new project in Easy Projects for every deal successfully closed in Pipedrive
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Easy 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 Easy Projects.
Generate a new project in Easy Projects for every deal successfully closed in Pipedrive
Pipedrive + Easy Projects
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Supported triggers and actions
Integrate Pipedrive and Easy Projects 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
New project message
Triggers when a new message is posted in the selected project
New time log
Triggers when a time log is created
Updated project
Triggers when an existing project is updated
New activity message
Triggers when a new message is posted in the selected activity
Updated time log
Triggers when an existing time log is updated
New activity
Triggers when a new activity is created
New project
Triggers when a new project is created
Updated activity
Triggers when an existing activity is updated
New customer
Triggers when a new customer is created
New project activity
Triggers when a new activity is created in the selected project
New user
Triggers when a new user is created
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
Post activity message
Posts a new message in an activity
Create activity
Creates a new activity
Create customer
Creates a new customer
Create time log
Creates a new time log
Post project message
Posts a new message in a project
Create project
Creates a new project
Create User
Creates a new user
Update user
Updates the details of an existing user
Update customer
Updates the details of an existing customer
Update time log
Updates an existing time log
Update project
Updates an existing project
Update activity
Updates an existing activity
Fetch activity
Fetches an existing activity by its unique ID
Fetch time log
Fetches an existing time log by its unique ID
Fetch project
Fetches an existing project by its unique 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.
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What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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