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monday.com + Pipedrive

Archive boards in monday.com for new leads in Pipedrive

Effortlessly manage new leads from your Pipedrive app by incorporating them into your monday.com Archive Board. With this workflow, every time a new lead is added in Pipedrive, it will be seamlessly archived in a monday.com board, streamlining your sales process and ensuring you never miss a potential opportunity. Stay organized and more efficiently track your leads with this powerful automation.

Effortlessly manage new leads from your Pipedrive app by incorporating them into your monday.com Archive Board. With this workflow, every time a new lead is added in Pipedrive, it will be seamlessly archived in a monday.com board, streamlining your sales process and ensuring you never miss a potential opportunity. Stay organized and more efficiently track your leads with this powerful automation.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a lead is created.

    TriggerPolling
  2. automatically do this!
    monday.commonday.com
    Archive Board

    Archives a board

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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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.