Zoho Mail
Pipedrive

Zoho Mail and Pipedrive Integration

Seamlessly connect Zoho Mail with Pipedrive to streamline your sales communication and boost productivity.

Explore Triggers and Actions

New Email
Trigger new event each time a new email is received
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.

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What can Ayudo do with Zoho Mail and Pipedrive?

The Zoho Mail and Pipedrive integration empowers sales teams to manage emails and deals in one unified platform. Automatically sync your email conversations with Pipedrive contacts and deals, track communication history, and update deal statuses without switching apps. This integration helps you stay organized, respond faster, and close deals more efficiently.

Connect
Zoho Mail
and
Pipedrive
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the Zoho Mail and Pipedrive integration work?

The integration links your Zoho Mail account with Pipedrive, allowing emails to be automatically associated with relevant contacts and deals. You can view email threads within Pipedrive and update deal information directly from your inbox.

Can I track email opens and clicks through this integration?

Yes, by syncing Zoho Mail with Pipedrive, you can track when your emails are opened or links are clicked, giving you insights into customer engagement and helping you prioritize follow-ups.

Is it possible to create new deals or contacts from Zoho Mail?

Absolutely. The integration allows you to create new contacts and deals directly from your Zoho Mail interface, ensuring no opportunity is missed and your CRM stays up to date.

Does the integration support syncing email attachments?

Yes, email attachments sent or received in Zoho Mail can be linked to the corresponding deals or contacts in Pipedrive, keeping all relevant information centralized.

What are the security measures for this integration?

The integration uses secure OAuth authentication and adheres to strict data privacy standards to ensure your email and CRM data remain protected at all times.

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