Pipedrive

Zoho CRM

Pipedrive and Zoho Crm Integration

Seamlessly connect Pipedrive and Zoho CRM to unify your sales processes and boost productivity.

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Explore Triggers and Actions

New Deal (Instant)

Trigger new event when a new deal is created.

New Person (Instant)

Trigger new event when a new person is created.

Deal Updated (Instant)

Trigger new event when a deal is updated.

Lead Updated (Instant)

Trigger new event when a lead is updated.

Person Updated (Instant)

Trigger new event when a person is updated.

Convert Lead

Converts a Lead into a Contact or an Account.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

Search Objects

Retrieves the records that match your search criteria.

List Objects

Gets the list of available records from a module.

Create Object

Create a new object/module entry.

Update Object

Updates existing entities in the module.

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Pipedrive and Zoho Crm?

Our integration bridges Pipedrive and Zoho CRM, enabling automatic data synchronization between both platforms. Keep your contacts, deals, and activities up to date without manual entry, ensuring your sales teams have consistent and accurate information across tools. Streamline workflows, reduce errors, and gain a comprehensive view of your customer journey by syncing pipelines, tasks, and notes effortlessly.

Frequently asked questions

What data is synchronized between Pipedrive and Zoho CRM?

The integration syncs contacts, leads, deals, activities, and notes between Pipedrive and Zoho CRM, ensuring both platforms have consistent and up-to-date information.

Is the data synchronization real-time?

Yes, the integration supports near real-time synchronization, allowing updates made in one CRM to reflect promptly in the other.

Can I customize which fields are synced between Pipedrive and Zoho CRM?

Absolutely. You can configure field mappings to ensure only relevant data is synchronized according to your business needs.

Does the integration support two-way syncing?

Yes, the integration supports two-way syncing, allowing data to flow seamlessly between Pipedrive and Zoho CRM in both directions.

How secure is the data transfer between Pipedrive and Zoho CRM?

Data transfer is secured using industry-standard encryption protocols to protect your sensitive information during synchronization.

Pipedrive and Zoho Crm Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Pipedrive and Zoho Crm?

Frequently asked questions

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