Integrate Pipedrive with Simplicate

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

Explore prebuilt integration flows to get started

[esc]

Create a project within Simplicate for every accomplished deal in Pipedrive

Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Simplicate for every deal won 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 Simplicate.
+

Create a project within Simplicate for every accomplished deal in Pipedrive

Pipedrive + Simplicate

Build your own integrations between Pipedrive and Simplicate

Connect Pipedrive and Simplicate with over 700+ 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 Simplicate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Contact person created

Triggers when a new contact person is created

Organization created

Triggers when a new organization is created

Note added

Triggers when a new note is added

Activity updated

Triggers when any detail of an existing activity is updated

Note updated

Triggers when an existing note is updated

Activity created

Triggers when a new activity is created

Pipeline created

Triggers when a new pipeline is created

Deal updated

Triggers when any detail of an existing deal is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Invoice created

Triggers when a new invoice is created

Project created

Triggers when a new project is created

Employee added

Triggers when a new employee is added

Contact person added

Triggers when a new contact person is added

Person added

Triggers when a new person is added

Sale recorded

Triggers when a new sale is recorded

Organization created

Triggers when a new organization is created

All Actions - Actions are the automated tasks

Update deal

Updates the details of an existing deal

Create lead

Creates a new lead

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 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 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

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

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch deal by title

Fetches the details of an existing deal by title

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 person by name

Fetches the details of an existing person record by name

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by name

Fetches the details of an existing organization by name

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 deal by ID

Fetches the details of an existing deal by ID

Add leave

Adds a new leave for an employee

Create project

Creates a new project

Create invoice

Creates a new invoice

Add person

Adds a new person

Record sale

Records a new sale

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 Simplicate?

Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.

Project Management

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY