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Pipedrive + Zoho CRM Integrations

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

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 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.

Zoho CRM Integrations
Zoho CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best Pipedrive and Zoho CRM Integrations

  • Pipedrive Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    Pipedrive Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Pipedrive Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Pipedrive Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Twitter Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Pipedrive Slack

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Create Channel
    Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.
    How this Pipedrive – Slack integration works
    • A new deal is added to Pipedrive
    • Appy Pie’ Connect creates a new channel on Slack
    What You Need
    • A Pipedrive account
    • A Slack account
  • Pipedrive Slack

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    {{item.message}} Read More...
    When this happens...
    Pipedrive {{item.triggerTitle}}
     
    Then do this...
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Connect Pipedrive + Zoho CRM in easier way

It's easy to connect Pipedrive + Zoho CRM 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 Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • 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.

    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 Person

    Updates an existing person.

  • 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.)

How Pipedrive & Zoho CRM Integrations Work

  1. Step 1: Choose Pipedrive as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Pipedrive with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Pipedrive and Zoho CRM

In this article, I will compare Pipedrive and Zoho CRM. Pipedrive is a sales pipeline management top for small and midsize businesses. Zoho CRM is a contact manager and customer relationship manager. Both are designed to make the customer service process easier. The purpose of this article is to discuss how Pipedrive integrates with Zoho CRM, the advantages of integrating the two applications, and the benefits of using both products together.

  • What Is Pipedrive?
  • Pipedrive is a sales pipeline management top that helps you track your deals, leads, and accounts. It helps you use the 4 P's (product, price, promotion, place. to build relationships with customers and close deals more effectively. Pipedrive provides you with insights into your sales pipeline, allowing you to maximize your revenue opportunities. You can import your contacts from all major email platforms and social networks. Once you import your contacts, they are automatically updated every day. You can create campaigns based on which deals are ready to close. Pipedrive allows you to schedule meetings through meeting invites and automatically tracks fplow-up actions. Pipedrive also allows you to export your leads and contacts to Zoho CRM for tracking your customers better.

  • What Is Zoho CRM?
  • Zoho CRM is a contact manager that helps you manage your clients and contacts, track opportunities, manage leads, add notes about important interactions, and monitor your website traffic. You can create different views of the data to see everything from a single dashboard or group related information by projects and accounts. You can also customize the application to match your unique business processes and requirements. Zoho CRM has a mobile application that allows you to access your data from anywhere while you're out in the field. The mobile application lets you capture new leads and convert sales from any device – including desktop computers, tablets, and smartphones. You can also export your contacts from Zoho CRM to Pipedrive for more comprehensive lead generation and sales tracking capabilities.

    Integration of Pipedrive and Zoho CRM

    You can integrate Pipedrive and Zoho CRM in two ways. The first way is by exporting leads from Pipedrive into Zoho CRM and then importing them into Pipedrive. The second method is by forwarding your emails from Zoho CRM to Pipedrive so that new leads can be created in Pipedrive automatically when someone visits your website.

    Benefits of Integration of Pipedrive and Zoho CRM

    Integrating the two systems has numerous benefits. Pipedrive helps you keep track of your sales pipeline and helps you schedule meetings for when a deal is ready to close. By integrating Pipedrive with Zoho CRM, you can capture new leads faster since Pipedrive updates every day with new leads that have come in through email campaigns. If someone visits your website through an email campaign, you can instantly import that lead into Pipedrive so you don't lose track of them. With the integration between these two systems, you can now see the number of people visiting your website on a daily basis. This gives you valuable insight into how effective your marketing strategies are in driving new business opportunities through your website.

    The integration of Pipedrive and Zoho CRM allows you track your sales pipeline better as well as track the number of people visiting your website on a daily basis. The integration makes it easier to keep track of your prospects without having to do extra work by manually entering information into the system. By integrating these two systems, you can increase the number of people visiting your website, which increases opportunities for future business deals.

    The process to integrate Pipedrive and Zoho CRM 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.