Integrate Unleashed Software with Pipedrive

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

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Create a new deal in Pipedrive for every new order created in Unleashed Software

Track new orders by creating deals and monitor their progress through predefined stages. This flow will generate a new deal in Pipedrive whenever a new order is created in Unleashed Software.

How it works
  1. The flow triggers when a new sales order is created in Unleashed Software.
  2. Zoho Flow creates a new deal in Pipedrive.
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Create a new deal in Pipedrive for every new order created in Unleashed Software

Unleashed Software + Pipedrive

Build your own integrations between Unleashed Software and Pipedrive

Connect Unleashed Software and Pipedrive 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 Unleashed Software and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Supplier created

Triggers when a new supplier is created

Customer created

Triggers when a new customer is created

Credit note created

Triggers when a new credit note is created

Product created or updated

Triggers when a new product is created or updated

Sales person created

Triggers when a new sales person is created

Warehouse stock transfer created

Triggers when a new warehouse stock transfer is created

Sales invoice created or updated

Triggers when a new sales invoice is created or the details of an existing sales invoice is updated

Product created

Triggers when a new product is created

Sales quote created

Triggers when a new sales quote is created

Sales order created

Triggers when a new sales order is created

Purchase order created

Triggers when a new purchase order is created

Stock adjustment created

Triggers when a new stock adjustment is created

Sales invoice created

Triggers when a new sales invoice is created

Bill of material created

Triggers when a new bill of material is created

Attribute set created

Triggers when a new attribute set is created

Assembly created

Triggers when a new assembly is created

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

All Actions - Actions are the automated tasks

Complete assembly

Completes an existing assembly

Complete warehouse stock transfer

Completes the existing warehouse stock transfer

Create product

Creates a new product

Create customer

Creates a new customer

Complete sales order

Completes a sales order

Create warehouse stock transfer

Creates a new warehouse stock transfer

Create attribute set

Creates a new attribute set

Create purchase order

Creates a new purchase order

Create sales order

Creates a new sales order

Create stock adjustment

Creates a new stock adjustment

Create bill of materials

Creates a new bill of materias

Create or update sales person

Updates the details of an existing sales person

Update product

Updates the details of an existing product

Update customer

Updates the details of an existing customer

Update sales order

Updates the details of an existing sales order

Fetch credit note

Fetches the details of an existing credit note using Guid

Fetch stock adjustment

Fetches the details of an existing stock adjustment using Guid

Fetch customer

Fetches the details of an existing customer using Guid

Fetch attribute set

Fetches the details of an existing attribute set using Guid

Fetch sales order

Fetches the details of an existing sales order using Guid

Fetch product

Fetches the details of an existing product using Guid

Fetch assembly

Fetches the details of an existing assembly using Guid or assembly or disassembly number

Fetch bill of materials

Fetches the details of an existing bill of materials using Guid

Fetch warehouse stock transfer

Fetches the details of an existing warehouse stock transfer using transfer order number

Fetch purchase order

Fetches the details of an existing purchase order using Guid

Fetch supplier

Fetches the details of an existing supplier using Guid

Fetch sales invoice

Fetches the details of an existing sales invoice using Guid

Fetch sales quote

Fetches the details of an existing sales quote using Guid

Search sales order

Searches the details of existing sales order using order number

Search customer

Searches the details of existing customer using customer code

Search purchase order

Searches the details of existing purchase order using order number

Search product

Searches the details of existing product using product code

Search sales invoice

Searches the details of an existing sales invoice using invoice number

Search assembly

Searches the details of an existing assembly using assembly number

Search sales quote

Searches the details of an existing sales quote using quote number

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

What is Unleashed Software?

Unleashed software is an inventory management platform that gives your business real-time visibility of your stock — and total control of your purchasing, production, warehousing, and sales activity.

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.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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