Integrate Pipedrive with Teamwork Desk
Send information between Pipedrive and Teamwork Desk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Teamwork Desk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Organization created
Triggers when a new organization is created
Lead updated
Triggers when the details of an existing lead is updated
Contact person created
Triggers when a new contact person is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person updated
Triggers when the details of an existing contact person is updated
Lead created
Triggers when a new lead is created
Deal created
Triggers when a new deal is created
Note added
Triggers when a new note is added
Note updated
Triggers when an existing note is updated
Activity created
Triggers when a new activity is created
Deal updated
Triggers when the details of an existing deal is updated
Activity updated
Triggers when the details of an existing activity is updated
Pipeline created
Triggers when a new pipeline is created
New customer
Triggers when a new customer is created
New ticket
Triggers when a new ticket is created
New customer reply
Triggers when a customer sends a reply
Thread edited
Triggers when a thread in the selected inbox is edited
New ticket note
Triggers when a ticket note is added
Ticket Unassigned
Triggers when a ticket in the selected inbox is unassigned
New agent reply
Triggers when an agent sends a reply
Updated customer details
Triggers when the details of a customer are updated
Ticket assigned
Triggers when a ticket in the selected inbox is assigned
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create lead
Creates a new lead
Create project
Creates a new project
Create contact person
Creates a new contact person for the selected organization
Create activity
Creates a new activity
Create product
Creates a new product
Create organization
Creates a new organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Update deal
Updates the details of an existing deal
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
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
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch activity
Fetches the details of an existing user activity
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch person by email address
Fetches the details of an existing person by email address
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch product by name
Fetches the details of an existing product 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 person by name
Fetches the details of an existing person record by name
Fetch organization by name
Fetches the details of an existing organization by name
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
Create ticket
Creates a new ticket
Create customer
Creates a new customer
Link task to ticket
Links a task to a ticket
Update ticket
Updates the details of an existing ticket
Unassign ticket
Unassigns the selected ticket
Reply to ticket
Adds a reply to the selected ticket
Update customer
Updates the details of an existing customer
Assign ticket
Assigns the selected ticket to a user
Fetch type
Fetches the type of an existing ticket by ID or name
Fetch company
Fetches the details of an existing company by ID, name, or email address
Fetch agent
Fetches the details of an existing agent by ID, name, or email address
Fetch status
Fetches the status of an existing ticket by ID or name
Fetch tags
Fetch the details of an existing tag by ID or name
Fetch priorities
Fetches the priority of an existing ticket by ID or name
Fetch inbox
Fetches the details of an existing inbox by ID, name, or email address
Fetch source
Fetches the source of an existing ticket by ID or name
Fetch customer
Fetches the details of an existing customer by name or email address
Fetch ticket
Fetches the details of an existing ticket by ticket ID or 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.
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What is Teamwork Desk?
Teamwork Desk is help desk software that lets you manage tickets, reports, and help docs. You can organize tickets with tags and smart inboxes, and get instant feedback from your customers.
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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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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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