Refound your company for the AI era at ZapConnect 2026. Save your spot →

Google Tasks + Pipeline CRM

Create tasks in Google Tasks for new people in Pipeline CRM

Boost your productivity by utilizing this workflow. Whenever a new person is added in your Pipeline CRM, a corresponding task is created in your Google Tasks. This seamless workflow simplifies your task management, helping you to stay on top of new users in your CRM. Consequently, it aids in enhancing user engagement and streamlining your customer relationship management process.

When this happens...
New PersonTriggers when a new person, lead, or contact is created in your Pipeline CRM account.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Pipeline CRM and Google Tasks

Discover other triggers and actions you can use with Pipeline CRM and Google Tasks

- Field to Watch
  Required
Trigger
Instant
Try It
Deal Lost
Triggers when a deal is marked as lost in your Pipeline CRM account.
Trigger
Instant
Try It
Deal Won
Triggers when a deal is marked as won in your Pipeline CRM account.
Trigger
Instant
Try It
Deleted Deal
Triggers when a deal is deleted from your Pipeline CRM account.
Trigger
Instant
Try It
- Stage
- Status
- Source
Trigger
Instant
Try It

New Event
Triggers when a new calendar event is created in your Pipeline CRM account.
Trigger
Instant
Try It
New Company
Triggers when a new company is created in your Pipeline CRM account.
Trigger
Instant
Try It

- Status
- Source
- Stage
Trigger
Instant
Try It
- Field to Watch
  Required
Trigger
Instant
Try It
- Person ID
- Category
- Deal ID
- Company ID
- Content
- Author
- File URL
Action
Write
- Name
  Required
- Description
- Due Date
- Association Type
- Category
- Owner ID
Action
Write
- Name
  Required
- Expected Close Date
- Company Name
- Company ID
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- Probability
- Archived
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Owner
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Write
- Email
- Phone
Action
Write
- Event ID
  Required
- Name
- Description
- All Day?
- Start Time
- End Time
- Status
- Category
- Owner
- Association Type
Action
Write
- Id
  Required
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- LinkedIn URL
- Facebook URL
- Image URL
- Owner
Action
Write
- Id
  Required
- First Name
- Mobile
- Last Name
- Phone
- Title / Position
- Website
- Email
- Company
- Company ID
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Secondary Email
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- Owner
Action
Write
- Person ID
- Deal ID
- Company ID
- Category
- Author
Action
Search
- Name
- Primary Contact Email Address
- Id
- Company Name
- Company ID
- Primary Contact ID
- Stage
- Pipeline
- Status
- Owner
- Source
- Archived
- Loss Reason
- Tags
Action
Search
- Email
- Phone
Action
Search
- Name
  Required
- Primary Contact Email Address
- Id
- Company Name
- Company ID
- Primary Contact ID
- Stage
- Pipeline
- Status
- Owner
- Source
- Archived
- Loss Reason
- Tags
- Expected Close Date
- Value
- Stage
- Source
- Summary
- Probability
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Owner
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Search or write
- Task List
  Required
- Include Assigned Tasks?
Trigger
Polling
Try It
New Task List
Triggers when a new task list is created.
Trigger
Polling
Try It
- Task List
  Required
- Title
  Required
- Notes
- Due On
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Results will output in a line-item format. Subsequent action steps will need to support line-items. If not, you can transform this into t
- Task List
  Required
- Display Completed Tasks
  Required
Action
Search

- Field to Watch
  Required
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
Deleted Company
Triggers when a company is deleted from your Pipeline CRM account.
Trigger
Instant
Try It
Deleted Person
Triggers when a person is deleted from your Pipeline CRM account.
Trigger
Instant
Try It
New Activity
Triggers when a new activity or note is created in your Pipeline CRM account.
Trigger
Instant
Try It
New Task
Triggers when a new task is created in your Pipeline CRM account.
Trigger
Instant
Try It
New Customer
Triggers when a company is converted to a customer in your Pipeline CRM account.
Trigger
Instant
Try It
- Source
- Status
Trigger
Instant
Try It
- Company
  Required
Action
Write
- Name
  Required
- Description
- All Day?
- Association Type
- Start Date & Time
  Required
- End Date & Time
  Required
- Category
- Owner ID
Action
Write
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- LinkedIn URL
- Facebook URL
- Image URL
- Owner
Action
Write
- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Title / Position
- Website
- Email
- Company
- Company ID
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Secondary Email
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- Owner
Action
Write
- Id
  Required
Action
Write
- Task ID
  Required
- Name
- Description
- Due Date
- Complete
- Status
- Category
- Owner
- Association Type
Action
Write
- Id
  Required
- Expected Close Date
- Name
- Company Name
- Company ID
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- Probability
- Archived
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Owner
Action
Write
- File URL
  Required
- Title
- Deal
- Person
- Company
- Owner
Action
Write
- Name
- Id
- Email
- Phone
- Website
- LinkedIn URL
- Owner
- Is Customer
- City
- State
- Country
- Tags
Action
Search
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Last Name
- Secondary Email
- Company Name
- Company ID
- Type
- Position
- Lead Source
- Lead Status
- Owner
- LinkedIn URL
- Tags
Action
Search
- Name
- Id
- Email
- Phone
- Website
- LinkedIn URL
- Owner
- Is Customer
- City
- State
- Country
- Tags
- Website
- Address 1
- Address 2
- Postal Code
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- Facebook URL
- Image URL
- Owner
Action
Search or write
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Last Name
- Secondary Email
- Company
- Company ID
- Type
- Title / Position
- Source
- Status
- Owner
- LinkedIn URL
- Tags
- Check for Duplicates?
- Mobile
- Phone
- Website
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Summary
- Image URL
- Facebook URL
- Twitter Username
- Owner
Action
Search or write
- Task List
  Required
- Include Assigned Tasks?
Trigger
Polling
Try It
- List Title
  Required
Action
Write
- List
  Required
- Task
  Required
- Title
- Status
- Notes
- Due Date
Action
Write
- List
  Required
- Title
  Required
Action
Search
- List
  Required
- Title
  Required
- Task List
  Required
- Notes
- Due On
Action
Search or write

About Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.

Learn moreLearn moreHelpHelp

Related categories

Google

Task Management

Similar apps

Asana

Project Management

Todoist

Task Management

OmniFocus

Task Management

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zendesk Sell

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier