?>

Zoho Creator + Pipedrive Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Trusted by 10 Million+ Customers

Highest Rated & Award Winning App Integration

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.

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

Pipedrive Integrations
Pipedrive Alternatives

Looking for the Pipedrive Alternatives? Here is the list of top Pipedrive Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Zoho Creator + Pipedrive

  • Zoho Creator Pipedrive

    Zoho Creator + Pipedrive

    Create Person to Pipedrive from New Record in Zoho Creator Read More...
    Close
    When this happens...
    Zoho Creator New Record
     
    Then do this...
    Pipedrive Create Person
  • Zoho Creator Pipedrive

    Zoho Creator + Pipedrive

    Create Deal to Pipedrive from New Record in Zoho Creator Read More...
    Close
    When this happens...
    Zoho Creator New Record
     
    Then do this...
    Pipedrive Create Deal
  • Zoho Creator Pipedrive

    Zoho Creator + Pipedrive

    Create Activity to Pipedrive from New Record in Zoho Creator Read More...
    Close
    When this happens...
    Zoho Creator New Record
     
    Then do this...
    Pipedrive Create Activity
  • Zoho Creator Pipedrive

    Zoho Creator + Pipedrive

    Update Person in Pipedrive when New Record is created in Zoho Creator Read More...
    Close
    When this happens...
    Zoho Creator New Record
     
    Then do this...
    Pipedrive Update Person
  • Zoho Creator Pipedrive

    Zoho Creator + Pipedrive

    Create Note to Pipedrive from New Record in Zoho Creator Read More...
    Close
    When this happens...
    Zoho Creator New Record
     
    Then do this...
    Pipedrive Create Note
  • Zoho Creator {{item.actionAppName}}

    Zoho Creator + {{item.actionAppName}}

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

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

    Triggers
  • New Record

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

  • 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.

    Actions
  • Create Record

    Create new record in a certain application and form.

  • Download File

    Download a file from a specified record

  • 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 Person

    Updates an existing person.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How Zoho Creator & Pipedrive Integrations Work

  1. Step 1: Choose Zoho Creator 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 Pipedrive 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 Zoho Creator to Pipedrive.

    (2 minutes)

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

Integration of Zoho Creator and Pipedrive

Zoho Creator

Zoho Creator is a free cloud-based integrated business document creation top that allows teams to easily create, share, cplaborate and contrp their documents, forms, surveys, applications and dashboards. It has strong native support for Google Drive, Salesforce, Zoho CRM, MailChimp, Campaign Monitor, FreshBooks, QuickBooks Online, eSignature, Scannable Barcode Generator, etc. Zoho Creator is the only spution that offers this wide range of integrations.

Pipedrive

Pipedrive Sales CRM is a sales management app for salespeople who want to close more deals. If you’re looking for software to help you sell, Pipedrive is the easiest way to track your sales pipeline, manage customer relationships, forecast revenue and measure the performance of your sales team.

Integration of Zoho Creator and Pipedrive

The integration of Zoho Creator and Pipedrive will be seamless for users since it doesn’t require effort from their side. The status of your documents will be updated automatically in both systems. If you are creating a new document using Zoho Creator, you can set up an action in Pipedrive to automatically create a lead when the document is submitted. On the other hand, if you are viewing a Pipedrive contact that has already created a document via Zoho Creator, you can view it directly within Pipedrive without having to create an additional task or fplow-up. This integration between Zoho Creator and Pipedrive will allow you to save time by eliminating repetitive tasks.

Benefits of Integration of Zoho Creator and Pipedrive

There are many benefits of the integration of Zoho Creator and Pipedrive. I’d like to highlight them below:

Two-way sync of data between systems – When you create a new contact in Pipedrive through Zoho Creator, the status of the contact gets updated in both systems seamlessly. Similarly, when you create a new document using Zoho Creator, the status of the document gets updated in both systems seamlessly. This integration helps save time by eliminating repetitive tasks. You can create leads directly from your Pipedrive pipeline – Using the above two-way sync integration, you can create leads directly from your Pipedrive pipeline. When someone submits a form using Zoho Creator, automatically create a lead in Pipedrive (or vice versa. Any changes to either of these documents will automatically update the other one. Use the same data source across both systems – Since both systems use Google Drive as their data source, you can use the same data for both the systems without any issues. Plus, there is no need to worry about duplicate data as both systems have ways of managing duplicates. Both systems have conditional formatting – As mentioned earlier, both systems have conditional formatting settings that automatically assign statuses as responses are submitted through Zoho Creator or as new leads are created as a result of actions set up in Pipedrive.

I have personally used this integration between Zoho Creator and Pipedrive and found it extremely useful. I believe that this is a great way to automate repetitive tasks and save a lot of precious time. A big thank you goes out to the fpks at Zoho and Pipedrive for building this integration!

The process to integrate Zoho Creator and Pipedrive 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.