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Forecast + Pipedrive

Forecast + Pipedrive

Forecast + Pipedrive integrations

Create Forecast tasks when Pipedrive deals reach certain stages

Maintain a good relationship with your customers and give it extra focus to ensure a sustainable future. By integrating Pipedrive and Forecast via Zapier you can stay efficient with automatically created projects every time a deal reaches a certain stage.

  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 project.
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More things you can do with Pipedrive and Forecast

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

    • 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 Forecast
Forecast is a full-suite business platform that enables professional service organizations to run efficiently and predictably in one AI-powered software.
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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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