Integrate Pipedrive with Zoho Creator

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

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.

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.

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.

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