Integrate Pipedrive with Zoho Subscriptions

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

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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 Subscriptions

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
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Best Pipedrive and Zoho Subscriptions Integrations

  • Pipedrive Integration Pipedrive Integration

    Zoho Subscriptions + Pipedrive

    Create Person from Pipedrive from Payment Success to Zoho Subscriptions Read More...
    Close
    When this happens...
    Pipedrive Integration Payment Success
     
    Then do this...
    Pipedrive Integration Create Person
  • Pipedrive Integration Pipedrive Integration

    Zoho Subscriptions + Pipedrive

    Create Deal from Pipedrive from Payment Success to Zoho Subscriptions Read More...
    Close
    When this happens...
    Pipedrive Integration Payment Success
     
    Then do this...
    Pipedrive Integration Create Deal
  • Pipedrive Integration Pipedrive Integration

    Zoho Subscriptions + Pipedrive

    Create Activity from Pipedrive from Payment Success to Zoho Subscriptions Read More...
    Close
    When this happens...
    Pipedrive Integration Payment Success
     
    Then do this...
    Pipedrive Integration Create Activity
  • Pipedrive Integration Pipedrive Integration

    Zoho Subscriptions + Pipedrive

    Update Person in Pipedrive when Payment Success is added to Zoho Subscriptions Read More...
    Close
    When this happens...
    Pipedrive Integration Payment Success
     
    Then do this...
    Pipedrive Integration Update Person
  • Pipedrive Integration Pipedrive Integration

    Zoho Subscriptions + Pipedrive

    Create Note from Pipedrive from Payment Success to Zoho Subscriptions Read More...
    Close
    When this happens...
    Pipedrive Integration Payment Success
     
    Then do this...
    Pipedrive Integration Create Note
  • Pipedrive Integration {{item.actionAppName}} Integration

    Pipedrive + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Pipedrive + Zoho Subscriptions in easier way

It's easy to connect Pipedrive + Zoho Subscriptions 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.

  • Cancel Subscription

    Triggers when a subscription is canceled

  • New Invoice

    Triggers when a new Invoice is created

  • New Subscription

    Triggers when a new subscription is created

  • Payment Success

    Triggers when a payment received successfully

    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 Subscription

    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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Pipedrive & Zoho Subscriptions 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 Subscriptions 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 Subscriptions.

    (2 minutes)

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

Integration of Pipedrive and Zoho Subscriptions

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.

Integration of Pipedrive and Zoho Subscriptions

The integration between Pipedrive and Zoho Subscriptions offers the fplowing benefits:

  • Customer Contact Management

It helps to easily manage your customer contacts in one place.

  • Automatic Invoice Creation for Sales

This feature automatically creates invoices for all orders from your sales pipeline.

  • Automatic Invoice Status Updates for Customers

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”.

  • Easy Access to Invoice Reports

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.

  • Easy Process of Creating Subscriptions

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.

  • Automated Plan Upgrades and Downgrades

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.

Benefits of Integration of Pipedrive and Zoho Subscriptions

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.