Skip to content
Pipedrive CRM
Retently
Zoho Books

Pipedrive CRM and Retently and Zoho Books integrations

Connecting Pipedrive CRM and Retently and Zoho Books on Make
Share

Connect Pipedrive CRM and Retently and Zoho Books with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Pipedrive CRM and Retently and Zoho Books to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Categories
CRM
Customer Feedback
Data Extraction & Collection
Invoicing & Accounting

Build your Pipedrive CRM and Retently and Zoho Books integrations.

Create custom Pipedrive CRM and Retently and Zoho Books workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Retently
Create Customers and Send Survey

Creates new customers or updates the existing ones and send a transactional survey.

Action
Zoho Books
Create a Bill

Create a bill received from your vendor.

Action
Zoho Books
Create a Contact

Create a contact with given information.

Action
Zoho Books
Create a Contact Person

Create a contact person for a contact.

Action
Retently
Create a Customer

Creates a customer.

Action
Pipedrive CRM
Create a Deal

Creates a deal.

Action

Popular Pipedrive CRM and Retently and Zoho Books workflows.

Looking to get more out of Pipedrive CRM and Retently and Zoho Books? With Make you can visually integrate Pipedrive CRM and Retently and Zoho Books into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Sorry, app not found

There is no result for this selection. You can also get matched with a partner.

Suggested Templates

FAQ

How do I get started with Make?
What is a scenario?
What is a module?
What is mapping?

Trusted by 500,000+ Makers