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Pipedrive + Zoho Writer Integrations

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

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 Writer

Zoho Writer is a simple yet feature-rich word processor that allows you to write, format, and publish beautiful documents quickly and easily.

Zoho Writer Integrations

Best Pipedrive and Zoho Writer 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

    {{item.triggerAppName}} + {{item.actionAppName}}

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

It's easy to connect Pipedrive + Zoho Writer 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.

  • Favourite Document

    Triggers when a document is marked as favourite

  • New Document

    Triggers when a new documents has been created

  • Published Document

    Triggers when document is published to the web

    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.

  • Create Document

    Creates a new document from text.

How Pipedrive & Zoho Writer 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 Writer as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Writer 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 Writer

I would like to introduce Pipedrive as a sales CRM software that is used by companies for their sales and marketing activities. It is an easy-to-use software for small businesses which combines sales pipeline management, contact management, forecasting, reporting and more (Pipedrive. The software can be integrated with other programs such as Google Drive, Dropbox, and Slack.

Zoho Writer is a cloud-based word processor that can be easily used to create high-quality documents such as academic papers, newsletters, leaflets, brochures, business plans, and more. It allows users to edit their documents in real-time, share them with others, and track changes made by multiple authors.

Integration of Pipedrive and Zoho Writer

In order to integrate Pipedrive with Zoho Writer, you need to create an account at Zoho first. After that, fplow these steps:

Step 1. Go to the integration page of Pipedrive and then click on “Add a new integration” button.

Step 2. Click on “Next Step” after you have filled out the required information in the popup window.

Step 3. Click on “Authorize” on the next step.

Step 4. Log into your Zoho account and confirm the application permission request. Once you have done that, your application will be approved automatically. Then you will be redirected back to Pipedrive. On the next page, you will see a message saying that your integration has been successfully created. Click on “Done” to close the popup window.

Benefits of Integration of Pipedrive and Zoho Writer

  • Easy data synchronization between two platforms

The two programs can effectively synchronize data from one platform to another so users do not have to work on two platforms separately and lose important data. For example, if I want to write a report on my laptop using Zoho Writer, I can transfer the document onto my smartphone once I am done. Then I can import it into Pipedrive in order to add information about who I sent it to and whether or not I have heard back from them. This way I do not have to worry about losing information or forgetting what I did with my document before it was transferred to another platform.

  • Avoiding duplicate entries

If I use both programs together, I can avoid creating duplicate entries in my project management software (Pipedrive. because I can write down every single activity in my document using Zoho Writer instead of typing it out again in the project management software later on. For example, if I want to write a proposal for a client, I can use Zoho Writer to create a draft and then move it onto my smartphone so that I can email it directly from there. This way I do not have to create a task from scratch in my project management software because I can just use an existing one in my document in Zoho Writer. If the project gets approved by the client, I can move it back into my project management software for further tracking and monitoring. Using the same method, I can also create a document in Zoho Writer and then import it into my project management software for further tracking and monitoring. This way I do not have to create tasks manually from scratch in my project management software because I can simply use those tasks that already exist in my document in Zoho Writer.

  • Synchronizing all data

I can also synchronize all the data that I have cplected from different platforms in Pipedrive with data that I have cplected in Zoho Writer by copying the file into both platforms simultaneously. For example, if I want to create a report using Zoho Writer and then send it to clients for review via email, I can use the same file to share it with them via email by uploading it directly into Pipedrive or even sharing it via Google Drive or Dropbox. Once clients send back their comments and suggestions to me via email, I would simply copy the latest version of the file into Zoho Writer so that I can include their feedback into my report without having to go through everything already written on paper again. With this method, I can avoid making mistakes during the process of editing because I know exactly what has been changed when updating the file with each comment from a client.

The process to integrate Pipedrive and Zoho Writer 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.