Pipedrive for Zoho Projects | Online Help | Zoho Projects

Pipedrive for Zoho Projects

The Pipedrive for Zoho Projects extension lets you access your Pipedrive account and associate your activities in Zoho Projects. You can use this extension to link calls, meetings, and tasks from Pipedrive with your tasks in Zoho Projects.

Installing the extension

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Marketplace > All.
  3. Search for the Pipedrive for Zoho Projects extension.
  4. Click Install.
  5. Agree to the Terms of Service and Privacy Policy.
  6. Click Install.
  7. In the General section, select the profiles and projects you want the extension to be shared with or given access to

  1. Agree to the terms of use.
  2. Click Install Extension.
  3. Navigate to the Connections section.
  4. Click Authorize.
  5. Sign in with your Pipedrive credentials. The extension will be authorized and ready to use.

Linking activities from Pipedrive

  1. Navigate to your project and click on a task.
  2. Click Pipedrive in the task tab.
  3. Click Associate Activities.

  1. Select the Pipedrive contact you would like to associate with. All the Call, Meeting, and Task activities associated with the contact in Pipedrive will be fetched and displayed here.
  2. Tap to select the activities you want to link within the task.
  3. Once selected, click Link Activities under Activity. The selected activities will be linked under the specified task.

  1. Click Add New Activity to add activities to the contact in Pipedrive.
  2. You can Edit or Delete the activities within the Zoho Projects. This will be reflected in Pipedrive. 

Uninstalling the extension

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Marketplace > All.
  3. Click Installed.
  4. Click Pipedrive for Zoho Projects.
  5. Click Uninstall. The extension will be uninstalled, and all the associated data will be lost.