Integrate Pipedrive with Zoho Creator

Appy Pie Connect allows you to automate multiple workflows between Pipedrive and Zoho Creator

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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 Creator

Zoho Creator is a low-code application development platform that empowers you to build enterprise-class applications that run on mobile, tablet, and web.

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

Explore quick connects

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  • Integration
Connect Pipedrive + Zoho Creator in easier way

It's easy to connect Pipedrive + Zoho Creator 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 Record

    Triggers when a new record is added to a certain application and form.

  • 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.

  • Create Record

    Create new record in a certain application and form.

  • Download File

    Download a file from a specified record

How Pipedrive & Zoho Creator 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 Creator 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 Creator.

    (2 minutes)

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

Integration of Pipedrive and Zoho Creator

  • Pipedrive?
  • Pipedrive is a sales management software that helps businesses to optimize customer engagement, manage sales pipeline and track business performance.

  • Zoho Creator?
  • Zoho Creator is a cloud-based web application that lets you create online forms and surveys quickly. It also allows you to view and share information across the organization.

  • Integration of Pipedrive and Zoho Creator
  • Pipedrive integrates with Zoho Creator to let users access data stored in Pipedrive from within Zoho Creator. Users can also import contacts from Pipedrive into Zoho Creator for creating mailing lists.

  • Benefits of Integration of Pipedrive and Zoho Creator
  • Integration brings an enhanced user experience to both platforms, which are used by different users. Users of both platforms get an option to:

    Access all their Pipedrive data from within Zoho Creator. An example is viewing quote status, contact details and emails in Zoho Creator while creating a new survey. Write Pipedrive-generated emails to contacts within Zoho Creator without leaving the top. For example, after sending out a survey email, users can write another email to those who have responded with an option to complete the survey with a click of a button. Automatically add contacts from Zoho Creator to Pipedrive as leads (or contacts. For example, when you add a new contact in Zoho Creator, it will be added in Pipedrive automatically as well. Create mailing lists in Zoho Creator from existing contacts in Pipedrive. For example, you can create a mailing list from all your staff members’ data or based on specific criteria like company name or job title. Similarly, users can export contacts from Pipedrive into Zoho Creator to create mailing lists. If someone responds to a survey sent out using Zoho Creator, you can create a contact/lead in Pipedrive from the response details.

    The process to integrate 403 Forbidden and 403 Forbidden 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 January 25,2023 05:21 pm