Pipedrive and Zoho Desk Integration

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Sync Pipedrive deals to Zoho Desk as support tickets, ensuring seamless handoffs. With Latenode, enhance data with JavaScript transforms and scale affordably using execution-based pricing.

Swap Apps

Pipedrive

Zoho Desk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Pipedrive and Zoho Desk

Create a New Scenario to Connect Pipedrive and Zoho Desk

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Pipedrive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipedrive or Zoho Desk will be your first step. To do this, click "Choose an app," find Pipedrive or Zoho Desk, and select the appropriate trigger to start the scenario.

Add the Pipedrive Node

Select the Pipedrive node from the app selection panel on the right.

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Pipedrive

Configure the Pipedrive

Click on the Pipedrive node to configure it. You can modify the Pipedrive URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Zoho Desk Node

Next, click the plus (+) icon on the Pipedrive node, select Zoho Desk from the list of available apps, and choose the action you need from the list of nodes within Zoho Desk.

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Authenticate Zoho Desk

Now, click the Zoho Desk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Desk settings. Authentication allows you to use Zoho Desk through Latenode.

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Configure the Pipedrive and Zoho Desk Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Pipedrive and Zoho Desk Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Pipedrive, Zoho Desk, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking β€œRun once” and triggering an event to check if the Pipedrive and Zoho Desk integration works as expected. Depending on your setup, data should flow between Pipedrive and Zoho Desk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Pipedrive and Zoho Desk

Pipedrive + Zoho Desk + Slack: When a deal reaches a closed status in Pipedrive, a corresponding customer is created in Zoho Desk, and a notification is sent to the sales team via a Slack channel message.

Zoho Desk + Pipedrive + Google Sheets: When a new support ticket is created in Zoho Desk, relevant information about the associated Pipedrive deal is retrieved and logged in a Google Sheet.

Pipedrive and Zoho Desk integration alternatives

About Pipedrive

Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.

About Zoho Desk

Integrate Zoho Desk with Latenode to automate support workflows. Automatically create tickets from specific events, update customer data across systems, or trigger custom actions based on ticket status. Use Latenode's visual editor and no-code tools to streamline processes and improve response times, scaling your support operations without code.

See how Latenode works

FAQ Pipedrive and Zoho Desk

How can I connect my Pipedrive account to Zoho Desk using Latenode?

To connect your Pipedrive account to Zoho Desk on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Pipedrive and click on "Connect".
  • Authenticate your Pipedrive and Zoho Desk accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Zoho Desk tickets from new Pipedrive deals?

Yes, you can! Latenode allows seamless automation, instantly creating tickets from new deals. This ensures support teams are immediately aware of new sales, leading to faster response times.

What types of tasks can I perform by integrating Pipedrive with Zoho Desk?

Integrating Pipedrive with Zoho Desk allows you to perform various tasks, including:

  • Create a new Zoho Desk ticket when a deal reaches a specific stage.
  • Update a Pipedrive deal when a ticket is resolved in Zoho Desk.
  • Sync contact information between Pipedrive and Zoho Desk.
  • Trigger custom notifications based on deal and ticket activity.
  • Analyze support ticket data to improve sales strategies.

Can I use JavaScript code to customize Pipedrive-Zoho Desk automations?

Yes! Latenode supports custom JavaScript code, allowing advanced data transformations and workflow logic beyond simple drag-and-drop configurations.

Are there any limitations to the Pipedrive and Zoho Desk integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations might require custom JavaScript coding.
  • Rate limits of the Pipedrive and Zoho Desk APIs apply.
  • Initial setup requires understanding of both Pipedrive and Zoho Desk fields.

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