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Easy Project + Pipedrive

Create tasks in Easy Project for new leads in Pipedrive

Effortlessly stay on top of your sales pipeline with this Pipedrive to Easy Project automation. When a new lead is added in Pipedrive, this workflow creates a task in the Easy Project app, ensuring you never miss a follow-up opportunity. Save time and improve efficiency by streamlining your lead management process.

Effortlessly stay on top of your sales pipeline with this Pipedrive to Easy Project automation. When a new lead is added in Pipedrive, this workflow creates a task in the Easy Project app, ensuring you never miss a follow-up opportunity. Save time and improve efficiency by streamlining your lead management process.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead is created.

    TriggerScheduled
  2. automatically do this!
    Easy ProjectEasy Project
    Create Task

    Create a new task.

    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
easy-project logo
easy-project logo

About Easy Project

Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.

Related categories

  • Project Management
pipedrive logo
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.
Learn moreHelp

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