LionO360 + Pipedrive

Create new LionO360 accounts when new deals come in on Pipedrive

Activate this workflow and every new deal captured in Pipedrive will create a corresponding account in LionO360. This automation not only saves the time of manually entering account details, but also ensures quick and efficient updating of your business records. Utilize this workflow to streamline your sales processes and enhance overall productivity.

When this happens...
New Deal
Triggers when a new deal is created.
TriggerInstant
automatically do this!
Create Account
Creates an Account in the system
ActionWrite

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Supported triggers and actions

- Activity filterRequired
Trigger
Polling
Try It
- Copy
- FilterRequired
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It

Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It

- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- Person IDRequired
- Label IDRequired
Action
Write
- Product IDRequired
- Product Variation IDRequired
Action
Write
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Follower User IDRequired
- Choose where to add the followerRequired
Action
Write
- ContentRequired
- Deal ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- Pin note to lead
- Pin note to project
Action
Write
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy Null
- Deal IDRequired
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Organization to UpdateRequired
- Organization Name
- Organization Address
Action
Write
- Copy Null
- Product IDRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TaskRequired
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
Action
Write
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
- Activity Type
- Created After
- Due Date After
- Due Date Before
Action
Search
- Search type
- Include file data
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search type
Action
Search
- Search By
- Search TermRequired
- Exact Match
Action
Search
- Field to search byRequired
Action
Search
- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- Person Name
- Email Addresses
- Phone Numbers
Action
Search or write
- Search By
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Search or write
- Chanel Id
Trigger
Polling
Try It
- Channel name
- Ticket Channel
Trigger
Polling
Try It
- Lead NameRequired
- Channel
- Source
- Lead Quality
- Tags
- Industry
- Website
- Annual Revenue
- Employee Range
- Address Class
- Address Type
- Street Address1
- Street Address2
- State
- City
- ZipCode
- Country
- Contact First Name
- Contact Last Name
- Email
- Phone Number
- Contact LinkedIn
- Contact Job Title
Action
Write

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Note IDRequired
Trigger
Polling
Try It
- FilterRequired
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- FilterRequired
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
- Org Fields
Trigger
Instant
Try It
- DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
Action
Write
- Deal IDRequired
- Add Multiple Products?
Action
Write
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- FileRequired
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected Close Date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- Source Channel ID
Action
Write
- Organization NameRequired
- Organization Address
Action
Write
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TitleRequired
- Project IDRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
Action
Write
- Activity to UpdateRequired
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- Lead IDRequired
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected Close Date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
Action
Write
- Copy Null
- Person to UpdateRequired
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- PersonRequired
- Include file data
Action
Search
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
Action
Search
- Note IDRequired
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Activity Type
- Created After
- Due Date After
- Due Date Before
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Search or write
- Search type
- Organization NameRequired
- Organization Address
Action
Search or write
- Search type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Search or write
- Search TermRequired
- Exact Match?
- Assignee
- Project IDRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task ID
Action
Search or write
- Channel ID
Trigger
Polling
Try It
- Account Channel
- Account NameRequired
- Account Type
- Number of Employee
- Annual Revenue
- Ownership Type
- Industry
- Source
- Tags
- Email
- Phone
- Website
- Address Type
- Address Class
- Street Address 1
- Street Address 2
- City
- State
- Country
- ZipCode
- Contact FirstNameRequired
- Contact LastName
- Contact Email
- Contact Phone
- Contact LinkedIn
- Contact Job Title
Action
Write
- Ticket Category
- Channel
- Ticket Channel
- SubjectRequired
- DescriptionRequired
- Contact Phone
- Contact Name
- Contact Email
- Association Type
- Association Name
- Reported By
- Resolution Date
- Resolution Comment
Action
Write

About LionO360

LionO360 is a Sas based CRM, FSM, and ERP platforms. LionO360 offers you a complete view of customers, sales life cycle, and field operations.

Related categories

CRM (Customer Relationship Management)

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more

Related categories

CRM (Customer Relationship Management)

LionO360 + Pipedrive

Create new LionO360 accounts when new deals come in on Pipedrive

Activity Matching Filter

Deal Matching Filter

New Lead

New Note

New Organization

Deleted Person

New Project

Updated Deal

Updated Person

Add Label to Person

Add Product Variation

Create Deal

Add Follower

Create Note

Create Person

Create Project

Add/Remove Deal Labels

Update Deal

Update Organization

Update Product

Update Task

Find Activities

Find Deals

Find Leads

Find Notes

Find Persons

Find Projects

Find Users

Find or Create Deal

Find or Create Person

Find or Create Project

New Account

New Ticket

Create Lead

New Activity

New Deal

New Comments in Notes

Organization Matching Filter

New Person

Person Matching Filter

Updated Deal Stage

Updated Organization

Add Discount to Deal

Add Product to Deal

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Create Task

Update Activity

Update Lead

Update Person

Update Project

API Request (Beta)

Find Deals Associated With a Person

Get Organization

Get Note

Find Organizations

Find Products

Find Tasks

Find or Create Activity

Find or Create Organization

Find or Create Product

Find or Create Task

New Lead

Create Account

Create Ticket

About LionO360

Related categories

About Pipedrive

Related categories

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