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Baton + Pipedrive

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.

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...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead is created.

    TriggerScheduled
  2. automatically do this!
    BatonBaton
    Create Project

    Creates a Project on Baton

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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About Baton

Baton is the leading platform for managing software implementations and customer onboarding.

Related categories

  • Project Management
pipedrive logo

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.

Related categories

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