Zoho Creator + Pipedrive Integrations

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!

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