Zoho CRM and Pipedrive Integration

Explore Triggers and Actions

New Contact (Instant)

Triggers an event each time a new contact is created in Zoho CRM

New Event (Instant)

Trigger new custom events from Zoho CRM

New Lead (Instant)

Triggers an event each time a new lead is created in Zoho CRM

New or Updated Contact (Instant)

Triggers an event each time a new contact is created or updated in Zoho CRM

New or Updated Lead (Instant)

Triggers an event each time a new lead is created or updated in Zoho CRM

New User

Triggers an event each time a new user is created in Zoho CRM

New Module Entry (Instant)

Trigger new events each time a new module/record is created in Zoho CRM

New or Updated Module Entry (Instant)

Triggers an event each time a module/record is created or edited in Zoho CRM

Updated Module Entry (Instant)

Triggers an event each time a new module/record is updated in Zoho CRM

Add Person

Adds a new person.

Get Lead by ID

Get a lead by its ID.

Get person details

Get details of a person by their ID.

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. for.

Search Leads

Search for leads by name or email.

Search Notes

Search for notes in Pipedrive.

Search persons

Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs

Update Deal

Updates the properties of a deal.

Update Person

Updates an existing person in Pipedrive.

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.

Popular App Usecases

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What can Ayudo do with Zoho Crm and Pipedrive?

Our Zoho CRM and Pipedrive integration enables businesses to synchronize contacts, deals, and activities between both platforms effortlessly. This integration ensures your sales teams have real-time access to critical customer data, eliminating manual data entry and reducing errors. Enhance collaboration, streamline workflows, and gain comprehensive insights by bridging the gap between Zoho CRM’s robust customer management and Pipedrive’s intuitive sales pipeline.

Frequently asked questions

What data can be synced between Zoho CRM and Pipedrive?

You can sync contacts, leads, deals, activities, and notes between Zoho CRM and Pipedrive, ensuring both platforms reflect the most up-to-date information.

Is the integration real-time or scheduled?

The integration supports near real-time syncing, allowing updates in one platform to be reflected in the other within minutes, depending on your configuration.

Do I need technical skills to set up the integration?

No technical expertise is required. Our user-friendly setup wizard guides you through connecting your Zoho CRM and Pipedrive accounts and configuring sync preferences quickly.

Can I customize which data fields are synced?

Yes, you have full control over which fields and modules to sync, enabling you to tailor the integration to your specific business needs.

Is my data secure during the integration process?

Absolutely. We use industry-standard encryption and follow strict security protocols to ensure your data remains safe and confidential at all times.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoho Crm and Pipedrive?

Frequently asked questions

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