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Integrate Pipedrive with LiquidPlanner
Send information between Pipedrive and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in LiquidPlanner for every deal won in your Pipedrive
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in LiquidPlanner for every deal successfully closed 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 LiquidPlanner.
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Create a new project in LiquidPlanner for every deal won in your Pipedrive
Pipedrive + LiquidPlanner
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Build your own integrations between Pipedrive and LiquidPlanner
Connect Pipedrive and LiquidPlanner with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal updated
Triggers when any detail of an existing deal is updated
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Organization created
Triggers when a new organization is created
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Activity created
Triggers when a new activity is created
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Contact person created
Triggers when a new contact person is created
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Deal created
Triggers when a new deal is created
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Note updated
Triggers when an existing note is updated
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Note added
Triggers when a new note is added
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Pipeline created
Triggers when a new pipeline is created
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Activity updated
Triggers when any detail of an existing activity is updated
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Contact person updated
Triggers when any detail of an existing contact person is updated
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Pipeline stage created
Triggers when a new pipeline stage is created
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New or updated document
Triggers when a document is created or updated
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New or updated client
Triggers when a new client is added or details of an existing client are updated
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New or updated comment
Triggers when a comment is created or updated
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New or updated package
Triggers when a package is added or updated
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New or updated project
Triggers when a project is created or updated
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New or updated task
Triggers when a task is created or updated
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create contact person
Creates a new contact person for the selected organization
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Create lead
Creates a new lead
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Create activity
Creates a new activity
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Create organization
Creates a new organization
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Create product
Creates a new product
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Update deal
Updates the details of an existing deal
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Create notes
Creates a new note for the selected lead, deal, person, or organization
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Update organization
Updates the details of an existing organization
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Update lead
Updates the details of an existing lead
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Update notes
Updates the details of an existing note
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Update contact person
Updates the details of an existing contact person
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Update product
Updates the details of an existing product
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Update activity
Updates the details of an existing activity
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Fetch person by email address
Fetches the details of an existing person by email address
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Fetch product by name
Fetches the details of an existing product by name
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Fetch deal by ID
Fetches the details of an existing deal by ID
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Fetch user by name
Fetches the details of an existing user by name
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Fetch organization by ID
Fetches the details of an existing organization by ID
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Fetch activity
Fetches the details of an existing user activity
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Fetch lead
Fetch the details of an existing lead by ID or title
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Fetch deal by title
Fetches the details of an existing deal by title
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Fetch person by phone number
Fetches the details of an existing person by phone number
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Fetch person by ID
Fetches the details of an existing person record by ID
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Fetch person by name
Fetches the details of an existing person record by name
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Fetch organization by name
Fetches the details of an existing organization by name
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Create a project
Creates a new project
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Create folder
Creates a new folder
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Create a package
Creates a new package
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Create an event
Create a full day event
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Create a task
Creates a new task
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Create a milestone
Creates a new milestone
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 LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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