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
Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.Zoho Subscriptions Integrations
Zoho Subscriptions + PipedriveCreate Person from Pipedrive from Payment Success to Zoho Subscriptions Read More...
Zoho Subscriptions + PipedriveCreate Deal from Pipedrive from Payment Success to Zoho Subscriptions Read More...
Zoho Subscriptions + PipedriveCreate Activity from Pipedrive from Payment Success to Zoho Subscriptions Read More...
Zoho Subscriptions + PipedriveUpdate Person in Pipedrive when Payment Success is added to Zoho Subscriptions Read More...
Zoho Subscriptions + PipedriveCreate Note from Pipedrive from Payment Success to Zoho Subscriptions Read More...
It's easy to connect Pipedrive + Zoho Subscriptions without coding knowledge. Start creating your own business flow.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers upon a updation in an existing deal.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
Triggers when a subscription is canceled
Triggers when a new Invoice is created
Triggers when a new subscription is created
Triggers when a payment received successfully
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing organization.
Updates an existing person.
Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.
Pipedrive is a sales automation platform that helps companies automate and organize their sales processes. It automates the marketing, sales and billing process. It uses an intelligent lead management system to automate business processes and manage sales efforts in real-time. It has been developed as a web based application and is available on the cloud.
Zoho Subscriptions is a spution, which allows businesses to sell recurring products or services online. It helps you to create subscription based products and services and sell them to your customers around the world. You can also manage your customer contacts, invoices, payments and cplections. You can also track your customers’ activity such as product usage and payment status.
The integration between Pipedrive and Zoho Subscriptions offers the fplowing benefits:
It helps to easily manage your customer contacts in one place.
This feature automatically creates invoices for all orders from your sales pipeline.
This feature automatically updates the invoice status to reflect the current payment status of your customers. If they have paid, it will display “paid”, if they have not paid, it will display “unpaid”.
You can access invoice reports in a single click by integrating Pipedrive and Zoho Subscriptions. The invoice report includes the list of customers who have not paid their invoices yet, along with their due dates and amounts. You can also view the list of customers who have paid their invoices along with their payment status.
You can add a new subscription by creating a new product in Zoho Subscriptions. This new product will be added to your Pipedrive account automatically. You can then edit the details of this subscription such as start date, end date, interval etc., from Zoho Subscriptions. Thus, you don’t need to open Pipedrive if you want to add a new subscription. Once you have added the subscription in Zoho Subscriptions, its details will automatically appear in your Pipedrive account. It will also add it as a contact in Pipedrive for future reference. You can also edit any details about this subscription from Pipedrive.
If you are using the manual plan upgrade feature in your Pipedrive account, you can integrate it with Zoho Subscriptions to automate this process. When someone upgrades or downgrades his/her plan, it will automatically make the change in Zoho Subscriptions as well so that it reflects in your future invoices. This makes upselling and downselling much easier.
The fplowing benefits come with the integration of Pipedrive and Zoho Subscriptions:
The process to integrate Pipedrive and Zoho Subscriptions 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.