Pipedrive Zoho Project Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

Pipedrive

Trigger Event

Activity Created

Description:

This trigger starts the workflow whenever the Activity Created event occurs in Pipedrive.

Connect Your Pipedrive

Select the Pipedrive source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add Zoho Project as an Action

Click:

Add Action → Zoho Project

Select an Action Event:

• Create Project When “Activity Created” occurs in Pipedrive, use the submitted data to run “Create Project” in Zoho Project.
• Update Project When “Activity Created” occurs in Pipedrive, use the submitted data to run “Update Project” in Zoho Project.
• Delete Project When “Activity Created” occurs in Pipedrive, use the submitted data to run “Delete Project” in Zoho Project.

Description:

This action sends data from Pipedrive to Zoho Project and performs the selected supported operation automatically.

Map Pipedrive Data with Zoho Project Inputs

Map the available data from Pipedrive to the compatible inputs provided by the selected Zoho Project action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the Activity Created trigger and verify the selected Zoho Project actions:

• Confirm that Create Project completes successfully and processes the mapped data in Zoho Project.
• Confirm that Update Project completes successfully and processes the mapped data in Zoho Project.
• Confirm that Delete Project completes successfully and processes the mapped data in Zoho Project.

Then activate your workflow.