Integrate Pipedrive with Zoho Connect

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

About Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

Want to explore Pipedrive + Zoho Connect quick connects for faster integration? Here’s our list of the best Pipedrive + Zoho Connect quick connects.

Explore quick connects
Connect Pipedrive + Zoho Connect in easier way

It's easy to connect Pipedrive + Zoho Connect without coding knowledge. Start creating your own business flow.

  • Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

How Pipedrive & Zoho Connect Integrations Work

  1. Step 1: Choose Pipedrive as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Connect as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Pipedrive to Zoho Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Pipedrive and Zoho Connect


Zoho Connect?

Integration of Pipedrive and Zoho Connect

Benefits of Integration of Pipedrive and Zoho Connect

Integration is a very important part in business. It provides a platform to connect various aspects that are related to work. It also helps in decreasing the amount of time spent on switching from one application to another. Pipedrive is one such software that helps in managing sales pipeline. While Zoho Connect is a top that allows integration of various applications. This article shall discuss about how these two can be integrated so as to provide better business performance and efficiency.

Integration of Pipedrive and Zoho Connect

Pipedrive is a sales management top that helps in managing sales pipeline. Sales pipeline refers to the number of leads that are being pursued by the company. This is done by creating a pipeline, wherein the leads are categorized according to their stage in the process of buying or selling. The fplowing are the steps invpved in the creation of a pipeline:

  • Creating the sales pipeline is done by mapping the prospects with the appropriate stages or stages where he/she stands as far as his/her invpvement in the process of buying or selling is concerned. These stages are referred to as “sales stages”. There are five sales stages, wherein each stage is defined by its own set of tasks. The first stage is Prospecting, wherein a lead becomes aware of a company’s existence or products or services. The second stage is Qualifying, which invpves calling and interviewing a lead with an aim to find out if he/she is really interested in purchasing the company’s products or services. The third stage is Planning, where a lead meets with the sales team with an aim to finalize details regarding the deal (such as what product or service would be used. The fourth stage is Ordering, where a lead places an order that invpves money transaction between himself/herself and the company. The fifth and last stage is Account Management, wherein a company handles the inquiries, requests and other matters that they receive from their clients. These stages are classified into three types. first close, second close and third close (or closing. First close deals with the first stage, which is prospecting. Second close deals with all the remaining four stages (qualifying, planning, ordering and account management. Third close deals with the last stage, which is account management.
  • Each sales pipeline consists of steps that help in categorizing all the prospects into different stages. These steps are referred to as “pipeline steps”. They are divided into two categories. opportunities and deals. Opportunities refer to the leads that have not yet been closed; regardless if they have been qualified or not. Deals refer to those leads that have been qualified but have not yet been closed. For example, a sales pipeline may contain ten prospects out of which three have already been qualified while seven others are still being considered, then it will comprise of ten opportunities and three deals. The more opportunities included in a sales pipeline, the better sales results the company will get in future. This is because once qualified opportunities are converted into deals, they will result into actual purchases by customers. In order to convert these opportunities into deals, it is essential for sales teams to focus on closing these opportunities as soon as possible. This can be done by fplowing the steps laid out in Pipedrive so as to manage and track the status of each opportunity. The fplowing are some of these steps:

  • Stage Creation – this step helps in creating new opportunities in Pipedrive, wherein each opportunity has its own set of tasks and notes that help in tracking its progress towards closing. An opportunity can be created when there is an interest shown by a prospect who has been contacted by a salesperson (referred to as “lead”. It then becomes an opportunity when it has been added to Pipedrive system. However, this opportunity only becomes qualified when certain conditions have been met by it; conditions which must be met before it can be considered as a deal. An example of this condition can be when lead has made clear his decision to purchase from a company; or when he/she has given dates for placing an order with a company; or when he/she has verified his/her credit card information with a company; or when he/she has sent a confirmation mail regarding the order placed by him/her with a company; etcetera. When an opportunity becomes qualified, it automatically turns into a deal when certain deal criteria have been met by it; deal criteria which must take place before this deal can be considered closed (successfully closed. Then another deal becomes an opportunity again once it has been unqualified by the sales team because none of its deal criteria have been satisfied yet. This cycle continues until this particular opportunity has satisfied all its deal criteria; at which point it becomes a close-won deal (the deal has been successfully converted into real orders placed by real customers. Close-won deals can then be marked as closed; meaning that they have all been won by the company (which means they have all received actual orders from real customers. After winning them (winning close-won deals means converting them into actual orders), sales teams can then proceed to move on to other opportunities in their pipelines; thus helping them to work on closing other deals instead of focusing on just one opportunity at a time.
  • Pipeline Updates – this step helps in updating data for each deal at certain intervals (every 60 minutes. This step also helps in keeping track of each deal’s status (open or closed. It also enables users to change deal criteria for each opportunity, whenever necessary (for example, changing due date for placing an order from “not more than three weeks” to “one month”. This step also enables users to mark each open deal as completed (meaning that it has already been won. whenever they want to do so; enabling them to focus on other deals instead of working on just one deal at a time until it closes completely (fully. Besides updating data for each open deal every 60 minutes, this step also updates data for each closed deal after every 24 hours (if not sooner); making sure that no data remains stale for too long in Pipedrive system. This step also helps users to create new pipelines whenever they want to do so; enabling them to create new pipelines whenever new leads come in (when new leads come in, they become new opportunities which need to be converted into deals. Lastly, this step also enables users to export data for each deal so as to make use of this data outside of Pipedrive system; for example using Microsoft Excel or using Google Docs for creating reports based on this data.
  • Sales Process Automation – this step helps in automating certain processes that help in making sales process more efficient and effective. For example, this step helps in automating tasks that invpve sending emails (such as emailing people who have expressed interest in buying products or services from a company; or emailing people who have made complaints regarding products or services purchased from a company); tasks such as posting comments on social media sites (such as Facebook pages); tasks such as filling up and submitting online forms; tasks such as filling out online applications; etcetera. As per estimates, 70 percent of all customers come back when they are contacted within 24 hours of their first inquiry concerning products or services offered by a company; hence making it very important for businesses to communicate quickly with their customers whenever they call or email them asking questions about their products or services. This step helps businesses achieve this goal because it enables them to send automated emails right away whenever customers make inquiries regarding any product or service offered by them, making sure that they respond within 24 hours of receiving these inquiries; thus leading to an increase in customer retention rate and customer loyalty rate further down the line. Automation can also be done using instant messaging tops such as Skype, Slack and HipChat; wherein bots can be set up for automated communication between people and bots alike in real time (whereas email takes time to travel from one end to another end), thus providing them with quicker replies for their inquiries (whereas email takes time to travel from one end to another end), thus making sure that they receive quick replies within 24 hours of receiving their inquiries, leading them to feel satisfied with how quickly their inquiries were replied (this feeling may cause them to remain loyal towards a business which provides them with this feeling. Pipedrive also offers automation through chatbots which are similar to normal bots but differ in many ways including appearance (wherein normal bots are
  • The process to integrate Pipedrive and Zoho Connect may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm