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Forecast + Pipedrive

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.

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...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal matches a Pipedrive filter.

    TriggerScheduled
  2. automatically do this!
    ForecastForecast
    Create Task

    Creates a 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
forecast logo
forecast logo

About Forecast

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

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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