![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Integrate Pipedrive with Forecast
Send information between Pipedrive and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create a project within Forecast for every accomplished deal in Pipedrive
Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Forecast 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 Forecast.
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create a project within Forecast for every accomplished deal in Pipedrive
Pipedrive + Forecast
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Pipedrive and Forecast
Connect Pipedrive and Forecast with over 650+ 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 Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Deal created
Triggers when a new deal is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Contact person created
Triggers when a new contact person is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Organization created
Triggers when a new organization is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Note added
Triggers when a new note is added
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Activity updated
Triggers when any detail of an existing activity is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Note updated
Triggers when an existing note is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Activity created
Triggers when a new activity is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Pipeline created
Triggers when a new pipeline is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Deal updated
Triggers when any detail of an existing deal is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Pipeline stage created
Triggers when a new pipeline stage is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Contact person updated
Triggers when any detail of an existing contact person is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New sprint
Triggers when a new sprint is created in the selected project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New milestone
Triggers when a new milestone is created in the selected project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New client
Triggers when a new client is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New task
Triggers when a new card is created in the selected project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New subtask
Triggers when a new subtask is created in the selected project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New project
Triggers when a new project is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New person
Triggers when a new person is added
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Update deal
Updates the details of an existing deal
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Create lead
Creates a new lead
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Create contact person
Creates a new contact person for the selected organization
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Create deal
Creates a new deal
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Create product
Creates a new product
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Create organization
Creates a new organization
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Create activity
Creates a new activity
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Create notes
Creates a new note for the selected lead, deal, person, or organization
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Update notes
Updates the details of an existing note
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Update lead
Updates the details of an existing lead
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Update product
Updates the details of an existing product
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Update contact person
Updates the details of an existing contact person
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Update organization
Updates the details of an existing organization
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Update activity
Updates the details of an existing activity
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch person by phone number
Fetches the details of an existing person by phone number
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch deal by title
Fetches the details of an existing deal by title
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch lead
Fetch the details of an existing lead by ID or title
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch activity
Fetches the details of an existing user activity
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch product by name
Fetches the details of an existing product by name
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch person by email address
Fetches the details of an existing person by email address
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch person by name
Fetches the details of an existing person record by name
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch person by ID
Fetches the details of an existing person record by ID
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch organization by name
Fetches the details of an existing organization by name
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch organization by ID
Fetches the details of an existing organization by ID
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch user by name
Fetches the details of an existing user by name
![](https://flow-jp-public.nimbuspop.com/flow-apps/pipedrive.png)
Fetch deal by ID
Fetches the details of an existing deal by ID
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create sprint
Creates a new sprint in the selected project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create milestone
Creates a new milestone in the selected project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create label
Creates a new label
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create project
Creates a new project
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create time registration
Creates a new time registration
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create client
Creates a new client
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create task
Creates a new task
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Create subtask
Creates a new sub task/to-do
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Add person
Adds a new person
![](https://flow-jp-public.nimbuspop.com/flow-apps/forecast.png)
Fetch label
Fetches an existing label by name
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
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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