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.

Zoho CRM and Pipefy
your way

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

Pipefy-modal-icon

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! ✨

Pipefy-icon

Created card

When a card is created on Pipefy

Trigger

Information from Pipefy that can be used and sent to other apps.

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-modal-icon

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! ✨

Pipefy-icon

Finished card

When a card is finalized on Pipefy

Trigger

Information from Pipefy that can be used and sent to other apps.

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-modal-icon

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! ✨

Pipefy-icon

Moved card

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

Trigger

Information from Pipefy that can be used and sent to other apps.

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-modal-icon

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! ✨

Zoho CRM-icon

Create or update deal

create or update a deal on Zoho CRM

Action

Pipefy-modal-icon

Create card

create a card on Pipefy

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Pipefy-icon

Create card

create a card on Pipefy

Action

Fields in Pipefy that can receive information from other apps.

Card comment

Pipefy-modal-icon

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! ✨

Pipefy-icon

Create record in table

create a record on a table on Pipefy

Action

Didn't find your use case? Send suggestion.

Automate Zoho CRM and Pipefy
with Pluga integrations

Explore automation templates

Trusted by over 10.000 amazing companies

How to integrate apps with Pluga?

Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the automation

    What is the automation trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the automation

    What is an action within an automation?

    The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).

    For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Automate Zoho CRM + Pipefy
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp
Zoho CRM-icon

Zoho CRM

CRM

Convert more, build lasting relationships, and grow your business resiliently, with the magic of contextual AI and thoughtful UI.

Integrations with Zoho CRM Visit Zoho CRM
Pipefy-icon

Pipefy

Project

Pipefy is a flexible platform for process and workflow management. The app allows you to create and track complex tasks without relying on IT personnel to quickly automate processes, workflows, and approvals.

Integrations with Pipefy Visit Pipefy

Frequently Asked Questions

  • With Pluga, you can easily automate Zoho CRM com 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.