Integrate Upsales with Pipedrive
Send information between Upsales and Pipedrive automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Upsales and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Order placed
Triggers when a new order is placed
User created
Triggers when a new user is created
Appointment created
Triggers when a new appointment is created
Activity created
Triggers when a new activity is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Event created
Triggers when a new event is created
Contact created
Triggers when a new contact is created
Note added
Triggers when a new note is added
Pipeline created
Triggers when a new pipeline is created
Note updated
Triggers when an existing note is updated
Deal created
Triggers when a new deal is created
Contact person created
Triggers when a new contact person is created
Contact person updated
Triggers when the details of an existing contact person is updated
Lead updated
Triggers when the details of an existing lead is updated
Activity created
Triggers when a new activity is created
Pipeline stage created
Triggers when a new pipeline stage is created
Activity updated
Triggers when the details of an existing activity is updated
Organization created
Triggers when a new organization is created
Lead created
Triggers when a new lead is created
Deal updated
Triggers when the details of an existing deal is updated
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create contact
Creates a new contact
Create appointment
Creates a new appointment
Create order
Creates a new order
Create activity
Creates a new activity
Create product
Creates a new product
Create organization
Creates a new organization
Update deal
Updates the details of an existing deal
Create deal
Creates a new deal
Create product
Creates a new product
Create project
Creates a new project
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create lead
Creates a new lead
Create activity
Creates a new activity
Create contact person
Creates a new contact person for the selected organization
Update contact person
Updates the details of an existing contact person
Update notes
Updates the details of an existing note
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Update lead
Updates the details of an existing lead
Update activity
Updates the details of an existing activity
Fetch person by name
Fetches the details of an existing person record by name
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch lead
Fetch the details of an existing lead by ID or title
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 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 person by ID
Fetches the details of an existing person record by ID
Fetch user by name
Fetches the details of an existing user by name
Fetch deal by title
Fetches the details of an existing deal by title
What is Upsales?
Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.
Similar apps
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.
Similar apps
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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