Integrate Pipedrive with WorkMarket

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

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Create a project within WorkMarket for every accomplished deal in Pipedrive

Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in WorkMarket for every deal successfully closed 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 for the selected client in WorkMarket.
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Create a project within WorkMarket for every accomplished deal in Pipedrive

Pipedrive + WorkMarket

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Supported triggers and actions

Integrate Pipedrive and WorkMarket 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

New assignment

Triggers when a new assignment is created

New client

Triggers when a new client is created

New project

Triggers when a new project 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

Check-out of assignment

Checks out of an assignment on behalf of an assigned worker

Check-in to assignment

Checks in to an assignment on behalf of an assigned worker

Create assignment

Creates a new assigment

Create project

Creates a new project for the selected client

Create client

Creates a new client

Add note

Adds a note to the selected assignment

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 WorkMarket?

WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.

Project Management

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Logic

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Custom functions

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