Integrate Zoho CRM with Pipedrive

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

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About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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

Want to explore Zoho CRM + Pipedrive quick connects for faster integration? Here’s our list of the best Zoho CRM + Pipedrive quick connects.

Explore quick connects

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Connect Zoho CRM + Pipedrive in easier way

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

  • Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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.

How Zoho CRM & Pipedrive Integrations Work

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

    (2 minutes)

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

Integration of Zoho CRM and Pipedrive

Zoho CRM?

Pipedrive?

Zoho CRM is a SaaS application that provides end-to-end customer relationship management. It is a cloud-based application that helps to manage the entire sales and marketing process. The Zoho CRM spution has a number of applications like Sales, Marketing, Service, Communities, and Analytics. These applications provide the functionalities to handle the sales pipeline, social media analytics, and data integration requirements.

Zoho CRM’s primary competitors include Salesforce, Microsoft Dynamics 365, Oracle Essbase, and SugarCRM. However, it also competes with other applications like HubSpot, Pipedrive, and LinkedIn Sales Navigator on a few specific features.

Pipedrive is a sales management software that offers an efficient way to manage leads, contacts, and opportunities. It helps sales teams to keep track of their leads, fplow up with prospects and close deals. It offers tops to create templates and automate repetitive tasks. All the sales activities are recorded in one place where you can access them at any time. It supports multiple CRMs like Salesforce, Zoho CRM, SugarCRM, NetSuite, and Office 365.

Integration of Zoho CRM and Pipedrive

Zoho CRM can be integrated with Pipedrive through its API. Using this integration, you can import your Pipedrive contacts to Zoho CRM contacts. You can also customize this integration for both the applications based on your business requirements. You can synchronize the contact information whenever there is a change in either of the applications. This integration will allow you to save more time on tedious tasks like exporting records and re-entering them into different systems. It will give you complete visibility into all the assigned accounts, customer activity history, and deals across all platforms. You can also automatically schedule posts on Facebook, Twitter, LinkedIn, or Google+ from Pipedrive to Zoho CRM with this integration.

Benefits of Integration of Zoho CRM and Pipedrive

Integrating Pipedrive with Zoho CRM will help in improving your sales team’s efficiency by creating fast turnaround times for every deal that you close. It will help you in keeping track of your customers’ requests and suggestions to improve their experience with your company. It will allow you to deepen your relationships with existing customers by offering them customized sputions according to their individual needs. It will also help you in growing your business by bringing together your best leads and qualified leads from the previous deals.

Zoho CRM and Pipedrive are two popular sales management applications that can be integrated with each other for efficient lead nurturing using APIs. The integration between these two applications will help you in managing leads across multiple channels seamlessly.

The process to integrate Zoho CRM 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm