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Dubsado + Pipedrive

Dubsado + Pipedrive

Dubsado + Pipedrive integrations

Create Dubsado projects from new Pipedrive deals that match specific filters

Streamline your sales and project management processes with this efficient workflow between Pipedrive and Dubsado. When a deal matches a specific filter in Pipedrive, this automation will instantly create a new project in Dubsado. Keep your team focused on closing more deals while ensuring a seamless transition into project management, saving valuable time and effort.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  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 Dubsado

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

    • 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 Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much 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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