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Baton + Pipedrive

Baton + Pipedrive

Baton + Pipedrive integrations

Create projects in Baton for new leads in Pipedrive

Efficiently manage your sales leads and projects with this Pipedrive to Baton workflow. Whenever a new lead is added in Pipedrive, a project will be created in Baton to streamline your sales process. Stay organized and save time by having all the necessary information effortlessly transferred between the two apps.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create Project
    Create Project
    Create ProjectCreates a Project on Baton
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More things you can do with Pipedrive and Baton

Discover other triggers and actions you can use with Pipedrive and Baton

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Baton
Baton is the leading platform for managing software implementations and customer onboarding.
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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.
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