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Daylite + Pipedrive

Daylite + Pipedrive

Daylite + Pipedrive integrations

Create Daylite projects from new Pipedrive leads for seamless organization

Effortlessly manage your sales pipeline by connecting Pipedrive and Daylite with this seamless workflow. When a new lead is added in Pipedrive, a project will be created in Daylite, allowing you to keep track of prospects and their progress in both platforms. Simplify and streamline your sales process with this efficient automation.

  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 new Project.
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More things you can do with Pipedrive and Daylite

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

    • 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 Daylite
Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
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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.
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