Integrate Pipedrive with WorkMarket
Send information between Pipedrive and WorkMarket automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within WorkMarket for every accomplished deal in Pipedrive
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in WorkMarket for every deal successfully closed 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 for the selected client in WorkMarket.
Create a project within WorkMarket for every accomplished deal in Pipedrive
Pipedrive + WorkMarket
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Supported triggers and actions
Integrate Pipedrive and WorkMarket 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
New project
Triggers when a new project is created
New client
Triggers when a new client is created
New assignment
Triggers when a new assignment 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 project
Creates a new project for the selected client
Create assignment
Creates a new assigment
Add note
Adds a note to the selected assignment
Create client
Creates a new client
Check-in to assignment
Checks in to an assignment on behalf of an assigned worker
Check-out of assignment
Checks out of an assignment on behalf of an assigned worker
What is Pipedrive?
What is WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
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