Integrate Pipedrive with Timely
Send information between Pipedrive and Timely automatically, without writing any code, using Zoho Flow.
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Generate a new project in Timely for every deal successfully closed in Pipedrive
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Timely 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 Timely.
Generate a new project in Timely for every deal successfully closed in Pipedrive
Pipedrive + Timely
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Supported triggers and actions
Integrate Pipedrive and Timely 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
User added
Triggers when a new user is added
Account created
Triggers when a new account is created
Client created
Triggers when a new client is created for the selected account
Event created in project
Triggers when a new event is created in the selected project
Event created
Triggers when a new event is created
Team created
Triggers when a new team is created
Event created for user
Triggers when a new event is created for the selected user
Project created
Triggers when a new project 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
Create event in project
Creates a new event in the selected project
Create project
Creates a new project
Create client
Creates a new client
Create event for user
Creates a new event for the selected user
Add user
Adds a new user
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 Timely?
Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.
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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