CoordinateHQ + Pipedrive

Create new projects in CoordinateHQ from new deals in Pipedrive

Automate your workflows between Pipedrive and CoordinateHQ with this streamlined solution. Whenever a new deal is confirmed in Pipedrive, a new project is seamlessly generated in CoordinateHQ. This is an effective tool for maintaining fast and efficient transfer of information between your sales and project management platforms, helping your team stay synchronized and focused on achieving business milestones.

When this happens...
New Deal
Triggers when a new deal is created.
TriggerInstant
automatically do this!
Create Project
Creates a Project
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It

- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write
Project Created
Triggers when a new Project is added in Coordinate.
Trigger
Instant
Try It
Goal Created
Triggers when a new Goal is added to a Project in Coordinate.
Trigger
Instant
Try It
Project Created
Triggers when a new Project is added in Coordinate.
Trigger
Instant
Try It
Task Created
Triggers when a new task has been created in Coordinate.
Trigger
Instant
Try It
Task Group Updated
Triggers when a Task Group is updated in Coordinate.
Trigger
Instant
Try It
- Project IDRequired
- Template NameRequired
- Template Date
- Template Date Title
- Stakeholder ID
- Stakeholder Task Assignment List
Action
Write
- Project IDRequired
- Group TitleRequired
Action
Write
- Project NameRequired
- Manager Email AddressRequired
- External ObjectID
- OrganizationID
- Template Name
- Template Date
- Template Date Title
- Stakeholder Email
- Stakeholder Task Assignment List
- Stakeholder Invite Message
- Suppress Invite Email
Action
Write
- Project IDRequired
- Task TitleRequired
- Task Description
- Group ID
- Task Due Date
- Group Title
- Stakeholder ID or Role
Action
Write
- Project IDRequired
Action
Write
- Project IDRequired
- Project Description
- Project Start Date
- Project End Date
- Project Effort
- Project Summary
- Project Name
- Project Status
- External ObjectID
Action
Write
- External ObjectIDRequired
Action
Write
- Project IDRequired
- Page NameRequired
Action
Search

- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- Filter By
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
Comment Added
Triggers when a user adds a new comment or note to an object in Coordinate.
Trigger
Instant
Try It
Project Updated
Triggers when a Project is updated in Coordinate.
Trigger
Instant
Try It
Goal Updated
Triggers when a Goal's details are changed in Coordinate.
Trigger
Instant
Try It
Project Updated
Triggers when Project details are updated in Coordinate.
Trigger
Instant
Try It
Task Group Created
Triggers when a new Task Group is created in Coordinate.
Trigger
Instant
Try It
Task Updated
Triggers when Task details or status are updated in Coordinate.
Trigger
Instant
Try It
- Project IDRequired
- Goal TitleRequired
- Goal Description
Action
Write
- Organization NameRequired
- External ObjectID
Action
Write
- Project IDRequired
- Stakeholder Email AddressRequired
- Stakeholder Full Name
- Stakeholder Invite Message
- Stakeholder Role
- Full Plan Access
Action
Write
- Project IDRequired
- Page NameRequired
- Page ContentRequired
- Private Page?
Action
Write
- External ObjectIDRequired
Action
Write
- Project IDRequired
- Custom Field NameRequired
- Custom Field ValueRequired
Action
Write
- ProejctIDRequired
- Role
Action
Search
- Project IDRequired
Action
Search

About CoordinateHQ

Coordinate is a collaborative project management platform for you and your customers.

Related categories

Project Management

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zendesk Sell

CRM (Customer Relationship Management)

Agile CRM

CRM (Customer Relationship Management)

PRODUCTS

CAPABILITIES

By team

By app

By use case

CoordinateHQ + Pipedrive

Create new projects in CoordinateHQ from new deals in Pipedrive

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Label to Person

LabelRequired

Create Activity

SubjectRequired

Organization

Assign To

Person

Deal

Lead

Is done?

Type

Use combined date and time field?

Duration

Free/Busy

Note

Public Description

Attach File

FileRequired

File NameRequired

Deal

Person

Organization

Product

Activity ID

Note ID

Create Lead

TitleRequired

Person

Organization

Owner

Note

Pin Note to Lead?

Label

Expected Close Date

Lead Value

Lead Value Currency

Create Organization

NameRequired

Owner

Address

Create Product

NameRequired

Code

Unit

Tax percentage

Is active?

Owner

Currency

Price

Cost

Overhead Cost

Update Deal

DealRequired

Title

Status

Stage

Owner

Organization

Person

Value

Currency

Update Organization

OrganizationRequired

Owner

Name