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.
- When this happens...Deal Matching Filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
- automatically do this!Create Project
Creates a project.
- Free forever for core features
- 14 day trial for premium features & apps
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.
