Integrate Pipedrive with Agiled

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

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Create a project within Agiled for every accomplished deal in Pipedrive

Initiate a project promptly following the closure of a deal. This flow will automatically create a project within Agiled for every accomplished deal 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 Agiled.
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Create a project within Agiled for every accomplished deal in Pipedrive

Pipedrive + Agiled

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Supported triggers and actions

Integrate Pipedrive and Agiled using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity updated

Triggers when any detail of an existing activity is updated

Organization created

Triggers when a new organization is created

Deal created

Triggers when a new deal is created

Deal updated

Triggers when any detail of an existing deal is updated

Activity created

Triggers when a new activity is created

Note added

Triggers when a new note is added

Pipeline created

Triggers when a new pipeline is created

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

Contact person created

Triggers when a new contact person is created

Note updated

Triggers when an existing note is updated

Task created

Triggers when a new task is created

Employee created

Triggers when a new employee is created

Client created

Triggers when a new client is created

Contract created

Triggers when a new contract is created

Lead created

Triggers when a new lead is created

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Update deal

Updates the details of an existing deal

Create contact person

Creates a new contact person for the selected organization

Create deal

Creates a new deal

Create product

Creates a new product

Create lead

Creates a new lead

Create organization

Creates a new organization

Create activity

Creates a new activity

Create notes

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

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update notes

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Fetch organization by name

Fetches the details of an existing organization by name

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 product by name

Fetches the details of an existing product by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch user by name

Fetches the details of an existing user by name

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 name

Fetches the details of an existing person record by name

Create contract

Creates a new contract

Create project

Creates a new project

Create employee

Creates a new employee

Create expense

Creates a new expense

Create product

Creates a new product

Create lead

Creates a new lead

Create ticket

Creates a new ticket

Create task

Creates a new task

Create client

Creates a new client

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Update contract

Updates the details of an existing contract

Update project

Updates the details of an existing project

Update employee

Updates the details of an existing employee

Fetch tax

Fetches the list of existing taxes

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 Agiled?

Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.

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Logic

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Custom functions

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