LaunchBay + Pipedrive integrations
Create new projects in LaunchBay for every matching deal filter in Pipedrive
When a new deal passes your specified criteria in Pipedrive, this workflow springs into action, setting up a new project in LaunchBay. This ensures a seamless transition, enabling you to start work on the project immediately. No more time wasted on manual configuration and data input - put automation to work, and focus more on what really matters, delivering excellent results for your clients.
- When this happens...Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
- automatically do this!Create ProjectCreates a new project in LaunchBay (optionally using a defined template).
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More things you can do with Pipedrive and LaunchBay
Discover other triggers and actions you can use with Pipedrive and LaunchBay
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
LaunchBay is a client onboarding automation platform for B2B software & marketing companies. Onboard faster, scale smarter.
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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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