This integration selects new Zoho Desk contacts and assigns new label for Pipedrive leads with the corresponding last name.
Note: It does not update statuses for Pipedrive leads, corresponding to existing Zoho Desk contacts.
How to Set Up
- Select or create connections: Zoho Desk connection for Source and Pipedrive connection for Target.
- Specify the id of the label to assign:
- Open the import task
- On the Mapping Definition of your import task, for the LabelIds field, specify the ID of the label instead of Enter your Label id (keep square brackets and quotation marks).
- Save the task.
- Specify the schedule, on which the integration will run automatically.
- You can obtain the IDs of your lead labels by querying the LeadLabels object via the Query tool or exporting data with Export.
- To assign label to leads only for specific new Zoho Desk contacts, configure filters in the task editor.