Create Zoho CRM module for new Pipedrive deal
Pipedrive + Zoho CRM Integration
Zoho CRM + Pipedrive Integration
Connect Zoho CRM to Pipedrive in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is created in Zoho CRM- Contact is updated in Zoho CRM
- Module entry is created/updated in Zoho CRM Instant
- Module entry is updated in Zoho CRM Instant
- Module entry is added in Zoho CRM Instant
- Lead is created in Zoho CRM
- Lead is updated in Zoho CRM
- User is created in Zoho CRM
Activity is created in Pipedrive Instant- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
2.
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Ready Workflows for Zoho CRM + Pipedrive Integration
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Most popular automations
Create Zoho CRM module for new Pipedrive organization
Pipedrive + Zoho CRM Integration
When Person is updated in Pipedrive > Search lead in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM
Pipedrive + Zoho CRM Integration
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Who Is This Integration For?
Sales Managers
Small Business Owners
Marketing Teams
Customer Support Teams
Account Managers
Sales Managers
Sales managers often struggle with keeping CRM data updated across platforms. Making manual entries in both ZohoCRM and Pipedrive is time-consuming and prone to errors.
Small Business Owners
Small business owners may find it difficult to consolidate customer information spread across different tools, leading to inefficiencies in managing sales pipelines.
Marketing Teams
Marketing teams need a streamlined process to transfer leads captured in ZohoCRM to Pipedrive to ensure no potential customer falls through the cracks during sales follow-ups.
Customer Support Teams
Support teams often need to reference up-to-date customer interaction histories from sales pipelines to offer better assistance, which is challenging when data is scattered.
Account Managers
Account managers frequently need a consistent view of each client's journey from initial contact in ZohoCRM to ongoing transactions in Pipedrive to effectively nurture relationships.
What Can You Automate With Zoho CRM + Pipedrive
Sync ZohoCRM leads to Pipedrive deals
Automatically create new deals in Pipedrive whenever a new lead enters ZohoCRM. This saves you time and ensures your sales pipeline is always up to date.
Update Pipedrive contacts from ZohoCRM changes
Instantly reflect any updates made to contacts in ZohoCRM within Pipedrive. You ensure that all your customer information is accurate without manual updates.
Notify your team when a ZohoCRM lead turns into a Pipedrive deal
Send real-time notifications to your team when a lead from ZohoCRM is converted into a deal on Pipedrive. This keeps everyone in the loop for faster collaboration.
Transfer ZohoCRM notes to Pipedrive activities
Capture every note added in ZohoCRM and turn it into an activity in Pipedrive. You maintain continuity and stay on top of every client interaction.
Create follow-up tasks in Pipedrive for new ZohoCRM leads
Automatically generate follow-up tasks in Pipedrive whenever a new lead is added to ZohoCRM. This helps you ensure timely follow-ups and improve conversion rates.
And much more...
Top 10 Most Popular Zoho CRM Automations from
Integrately Community
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Top 10 Most Popular Pipedrive Automations from
Integrately Community
Most popular
01
Create Pipedrive note for new WhatsApp message
02
Create Pipedrive note for new Stripe charge
03
Create Pipedrive note for new Jira Service Desk ticket
04
Create Google Sheets row for new Pipedrive deal
05
Send SendGrid email for new Pipedrive deal
06
Create Pipedrive note for new Calendly event invitee
07
Create Pipedrive note for new ClickSend SMS message
08
Send ClickSend SMS message for new Pipedrive deal
09
When Person is created in Pipedrive > Create Task in Chatwork
10
Send MessageBird message for new Pipedrive deal
Most popular
01
Create Pipedrive note for new WhatsApp message
02
Create Pipedrive note for new Stripe charge
03
Create Pipedrive note for new Jira Service Desk ticket
04
Create Google Sheets row for new Pipedrive deal
05
Send SendGrid email for new Pipedrive deal
06
Create Pipedrive note for new Calendly event invitee
07
Create Pipedrive note for new ClickSend SMS message
08
Send ClickSend SMS message for new Pipedrive deal
09
When Person is created in Pipedrive > Create Task in Chatwork
10
Send MessageBird message for new Pipedrive deal
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Zoho CRM + Pipedrive Now 
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You Can Also Connect Zoho CRM or Pipedrive With 1400+ Other Apps
Zoho CRM
ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.
Pipedrive
Pipedrive is a CRM software that helps you organize your sales, marketing, and customer relationships in one place. You can then use this information to stay on top of your leads and expand your business.
