Zoho Projects + Pipedrive Integration

Integrate Pipedrive to Zoho Projects in one click, or tell Integrately AI how you want each deal handled. Create projects, set up tasks, update deal stages, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Projects
    Task is created in Zoho Projects
  • Zoho Projects
    Task is completed in project in Zoho Projects
  • Zoho Projects
    Task status is changed to closed in Zoho Projects
  • Zoho Projects
    Project is created in Zoho Projects
  • Zoho Projects
    Project is updated in Zoho Projects
  • Zoho Projects
    Task list is created in Zoho Projects
  • Zoho Projects
    Log time is created in Zoho Projects
  • Zoho Projects
    Bug is created in Zoho Projects
  • Zoho Projects
    Milestone is created in Zoho Projects
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
Arrow Right
2.
  • Zoho Projects
    Search task in Zoho Projects
  • Zoho Projects
    Create project in Zoho Projects
  • Zoho Projects
    Update project in Zoho Projects
  • Zoho Projects
    Search project in Zoho Projects
  • Zoho Projects
    Create task in Zoho Projects
  • Zoho Projects
    Create task list in Zoho Projects
  • Zoho Projects
    Add a time log in Zoho Projects
  • Zoho Projects
    Create bug in Zoho Projects
  • Zoho Projects
    Create milestone in Zoho Projects
  • Zoho Projects
    Search task list in Zoho Projects
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for Pipedrive + Zoho Projects Integration

Create projects from new deals, organise tasks, keep records updated, alert your team, and send follow-ups, all in just one click.

Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipedrive + Zoho Projects flow

Connect supporting tools to notify your team, log invoices, or assign tasks once your core projects are set up. Pick a combination and activate it in one click.

Zoho Projects
Pipedrive
+
SlackSlack (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
AsanaAsana (4)
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
P
Z
S
Create a Zoho Projects project when a deal is created in Pipedrive, and notify your sales channel in Slack.
New Pipedrive deals instantly generate a Zoho Projects project and notify your team in Slack, eliminating manual handoffs.
Z
P
S
When a Zoho Projects task is completed, update the Pipedrive deal and notify your team in Slack.
Completed project tasks update your Pipedrive deal status automatically and alert your team in Slack.
P
Z
S
If a Pipedrive deal stage is updated to won, create a Zoho Projects project and alert your leadership channel in Slack.
Won Pipedrive deals automatically trigger project creation in Zoho Projects and alert leadership in Slack.
P
Z
S
Use Claude to summarise new Pipedrive deal notes, create a Zoho Projects project, and post the summary in Slack.
Claude summarises Pipedrive notes to set up Zoho Projects descriptions and posts the brief in Slack.

Supported triggers and actions for Zoho Projects and Pipedrive

Mix and match to build the exact automation you need

Zoho Projects
Zoho Projects Triggers & Actions
Task is created in Zoho Projects
Triggers the automation when a new task is created
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Task is completed in project in Zoho Projects
Triggers the automation when any task is completed in a particular project
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Task status is changed to closed in Zoho Projects
Triggers the automation when a task status is changed to closed
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Project is created in Zoho Projects
Triggers the automation when a new project is created
Try it →
Project is updated in Zoho Projects
Triggers the automation when a project is updated
Try it →
Task list is created in Zoho Projects
Triggers the automation when a new task list is created
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Log time is created in Zoho Projects
Triggers the automation when a log time is created
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Bug is created in Zoho Projects
Triggers the automation when a bug is created
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Milestone is created in Zoho Projects
Triggers the automation when a new milestone is created
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Search task in Zoho Projects
Searches for a task
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Create project in Zoho Projects
Creates a new project
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Update project in Zoho Projects
Updates project information
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Search project in Zoho Projects
Searches for a project
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Create task in Zoho Projects
Creates a new task
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Create task list in Zoho Projects
Creates a new task list
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Add a time log in Zoho Projects
Track and record time spent on tasks
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Create bug in Zoho Projects
Logs a new bug
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Create milestone in Zoho Projects
Creates a milestone to track progress
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Search task list in Zoho Projects
Searches for a task list
Try it →
Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
Try it →
Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
Try it →
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it →
Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
Try it →
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
Try it →
Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it →
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
Try it →
Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
Try it →
Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it →
Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
Try it →
Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
Try it →
Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
Try it →
Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
Try it →
Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
Try it →
Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
Try it →
Get user by id in Pipedrive
Retrieves user information using their id
Try it →
Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with Pipedrive + Zoho Projects?

Streamline your entire workflow from sales closure to project delivery with automated triggers across both apps.

What you can automate?
🚀
Create projects from new deals automatically
Trigger a new project in Zoho Projects the moment a deal is created or won in Pipedrive. Eliminate manual handoffs between sales and delivery teams.
📋
Capture every submitted deal field and note
Map all custom Pipedrive deal attributes, notes, and organization details directly into Zoho Projects descriptions. Ensure your project managers never miss critical client context.
🔔
Notify the right team member instantly
Alert your delivery channel or project manager as soon as a new project is provisioned. Keep everyone informed without switching between platforms.
🔀
Route projects based on deal value or tier
Set up conditional rules to handle enterprise Pipedrive deals differently than standard accounts. Assign custom task templates based on deal criteria.
🔄
Keep project records and deal stages synchronized
Update Pipedrive deal statuses automatically when project milestones are completed or tasks are closed in Zoho Projects. Maintain accurate pipeline visibility at all times.
🔍
Search and update instead of creating duplicates
Check for existing projects or organizations before creating new entries. Prevent cluttered workspaces and redundant records across both platforms.
📊
Handle later status changes and task completions
Trigger automated updates in Pipedrive whenever a Zoho Projects task is marked completed or a milestone is reached. Keep sales reps updated on delivery progress.
🔌
Extend your flow with supporting apps
Connect Slack, Google Drive, or QuickBooks Online to your core pair workflow. Notify channels, provision folders, or generate invoices automatically.
And much more...

Who is Pipedrive + Zoho Projects integration for?

Sales managers, project coordinators, and operations directors using Pipedrive and Zoho Projects need automated handoffs to keep deliverables aligned with won deals.

Sales Managers
Sales Managers
Project Coordinators
Project Coordinators
Client Success Leads
Client Success Leads
Operations Directors
Operations Directors
Delivery Teams
Delivery Teams
Finance and Admin Teams
Finance and Admin Teams
📈
Sales Managers
You're tracking won deals in Pipedrive but project progress data in Zoho Projects is scattered, so the status reports you present to leadership are always outdated — with this integration, every new deal automatically provisions a project space and your pipeline data stays accurate.
Project Coordinators
You need to kick off client onboarding the moment a deal closes, but you find out about new sales too late to assign resources efficiently — with this integration, every new Pipedrive deal triggers instant Zoho Projects creation so your team starts immediately.
🤝
Client Success Leads
You answer to external clients who want immediate confirmation after signing contracts, but manual setup causes frustrating delays — automating both apps means welcome tasks and project spaces are provisioned instantly upon deal closure.
⚙️
Operations Directors
The volume of closed sales is too high for your team to manually create corresponding tasks and folders without making mistakes — connecting these apps means every project structure is built automatically without manual data entry.
👥
Delivery Teams
You depend on sales reps to hand over client requirements correctly, but critical project notes get lost between systems — this integration means every deal detail flows straight into your task tracker without missing key instructions.
📋
Finance and Admin Teams
You need a reliable history linking sales revenue to active project costs, but manual tracking leaves gaps in your financial audit trail — automating both apps ensures every deal has a matching project record from day one.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Zoho Projects + Pipedrive

Build and manage your Zoho Projects + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho Projects + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Pipedrive to Zoho Projects?
Frequently Asked Questions
You can connect Pipedrive to Zoho Projects instantly using 1-click automations on Integrately alongside Slack, Gmail, Google Drive, and Asana. Start with a ready template or ask Integrately AI to build the automation and map the fields.
Can I automatically create a Zoho Projects project when a new deal is won in Pipedrive?
Frequently Asked Questions
Can I connect Pipedrive, Zoho Projects, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and Zoho Projects?
Frequently Asked Questions
How does Pipedrive data sync with Zoho Projects tasks?
Frequently Asked Questions
Can I trigger actions based on Zoho Projects milestone updates?
Frequently Asked Questions
Do I need coding skills to automate Pipedrive and Zoho Projects?
Frequently Asked Questions
Is the Pipedrive and Zoho Projects integration free?
Frequently Asked Questions
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