Integrate Pipedrive with OpenAI

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

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Supported triggers and actions

Integrate Pipedrive and OpenAI using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Pipeline stage created

Triggers when a new pipeline stage is created

Pipeline created

Triggers when a new pipeline is created

Product created

Triggers when a new product is created

Note created

Triggers when a new note is added

Deal updated

Triggers when any detail of an existing deal is updated

Lead updated

Triggers when any detail of an existing lead is updated

Product updated

Triggers when any detail of an existing product is updated

Organization updated

Triggers when any detail of an existing organization is updated

Activity created

Triggers when a new activity is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Organization created

Triggers when a new organization is created

Lead created

Triggers when a new lead is created

Note updated

Triggers when an existing note is updated

Deal created

Triggers when a new deal is created

Activity updated

Triggers when any detail of an existing activity is updated

Contact person created

Triggers when a new contact person is created

All Actions - Actions are the automated tasks

Add products to a deal

Adds multiple products to a deal

Create contact person

Creates a contact new person

Create organization

Creates a new organization

Create note

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

Create activity

Creates a new activity

Create product

Creates a new project

Create deal

Creates a new deal

Create lead

Creates a new lead

Update deal

Updates the details of an existing deal

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update lead

Updates the details of an existing lead

Update activity

Updates the details of an existing activity

Update product

Updates the details of an existing product

Fetch lead

Fetches the details of an existing lead

Fetch user

Fetches the details of an existing user

Fetch activity

Fetches the details of an existing user activity

Fetch organization

Fetches the details of an existing organization

Fetch product

Fetches the details of an existing product

Fetch deal

Fetches the details of an existing deal

Fetch field options

Fetches the specific field options by using its ID or name

Fetch contact person

Fetches the details of an existing contact person

Convert word to digits

Converts the given words to numbers. E.g., Returns thousand as 1000

Slugify text

Converts text to slug

Assess urgency level

Analyzes text (e.g., a support ticket) and returns a label such as High, Medium, or Low urgency for priority queue assignment

Extract first and last name

Extracts first and last names from the full name

Rewrite for Readability Score

Converts the text to a high readable text

Generate subject line

Creates a concise and engaging email subject line based on the text for email, task, etc

Extract JSON from text

Extracts the JSON from given text or table

Convert list to delimited string

Converts a list of entries given to comma separated values

Create hashtags for social post

Generates a list of relevant, trending, or industry-specific hashtags based on a social media caption input

Verify compliance with usage policies

Checks whether the content entered complies with OpenAI's usage policies

Verify data accuracy

Compares a piece of text against a simple knowledge base (or general knowledge) to flag potential factual errors before publication

Create chat completion

Creates a model response for a given chat conversation using models such as GPT3.5 Turbo, GPT 4, and others

Reply to review

Creates a reply to a review

Mask sensitive data

Removes/hides email, phone, or numeric IDs in text

Extract URL

Extracts URL from the given data

Generate an email body

Generates an email body for the given content

Generate email reply

Generates an email reply for the given email

Generate story

Generates a story based on the given content

Create product description

Creates a product description

Rephrase text

Rephrases the given text

Check moderation

Verifies if text is potentially harmful and returns a score between 0-10

Identify language of text

Identifies the ISO code (e.g., "en," "es," "fr") for the primary language in a message

Punctuate text

Punctuates the given text

Generate essay

Generates an essay based on the content

Convert the text to title case

Converts the given text to title case

Generate title

Generates title based on the given text

Summarise text

Summarises the given text

Label email

Labels the given email

Html to text

Removes the html tags and other elements and returns the text content

Format address

Converts the raw address text or JSON objects into a standard, formatted address string

Generate headline

Generates a headline based on the given content

Create completion

Creates an OpenAI completion for the provided prompt and parameters (supports models such as "text-ada-001" and "text-curie-001")

Parse human date

Converts natural text (“next Friday”, “3 weeks ago”) into exact date

Generate tweet

Generates tweet based on the given topic

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 OpenAI?

OpenAI is an artificial intelligence research organization tool that provides a variety of AI-related projects and technologies, such as natural language processing, computer vision, and reinforcement learning.

Build comprehensive workflows using

Webhook triggers

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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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