Connect Zoho CRM with Pipefy

Unlock the superpowers of Zoho CRM + Pipefy and automate your tasks without having to write a single line of code.

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Automate Zoho CRM and Pipefy
with Pluga integrations

Zoho CRM and Pipefy
your way

Check out the available triggers and actions in the automation of apps Zoho CRM + Pipefy

Pipefy

Created card

When a card is created on Pipefy

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
Pipefy

Created card

When a card is created on Pipefy

Name of card creator

Card creator email

Current phase name

Card expiration date

Title of the card

Name of users assigned to the card

Emails of users assigned to the card

Name of card tags

Card creation date

Card update date

Card update date in 'dd/mm/yyyy'

Card URL

Pipefy

Finished card

When a card is finalized on Pipefy

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
Pipefy

Finished card

When a card is finalized on Pipefy

Name of card creator

Card creator email

Current phase name

Card expiration date

Title of the card

Name of users assigned to the card

Emails of users assigned to the card

Name of card tags

Card creation date

Card update date

Card update date in 'dd/mm/yyyy'

Card URL

Pipefy

Moved card

When a card is moved to a certain phase of a pipe on Pipefy

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Trigger
Pipefy

Moved card

When a card is moved to a certain phase of a pipe on Pipefy

Name of card creator

Card creator email

Current phase name

Card expiration date

Title of the card

Name of users assigned to the card

Emails of users assigned to the card

Name of card tags

Card creation date

Card update date

Card update date in 'dd/mm/yyyy'

URL do card

Zoho CRM

Create or update deal

create or update a deal on Zoho CRM

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
Zoho CRM

Create or update deal

create or update a deal on Zoho CRM

Pipefy

Create card

create a card on Pipefy

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Action
Pipefy

Create card

create a card on Pipefy

Card comment

Pipefy

Create record in table

create a record on a table on Pipefy

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Action
Pipefy

Create record in table

create a record on a table on Pipefy

How it works

How the Zoho CRM and Pipefy integration works

1. Trigger Pipefy Created card, Finished card, Moved card
2. Action Zoho CRM Create or update deal

Trusted by over 10.000 amazing companies

Zoho CRM

Zoho CRM

CRM

Connect Zoho CRM to 130+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.

Integrations with Zoho CRM See more integrations with CRM Visit Zoho CRM
Pipefy

Pipefy

Project

Connect Pipefy to 130+ apps with Pluga and turn your work into a productive machine. Create tasks and cards automatically from what happens in other systems, update statuses without opening app after app and keep your team aligned around the same place.

Integrations with Pipefy See more integrations with Project Visit Pipefy

Frequently Asked Questions

  • With Pluga, you can easily automate Zoho CRM with Pipefy . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.

  • By automating Zoho CRM with Pipefy on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between Zoho CRM, Pipefy, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.