Motion.io + Pipedrive

Create new projects in Motion.io 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 Motion.io. 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 a new deal passes your specified criteria in Pipedrive, this workflow springs into action, setting up a new project in Motion.io. 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.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerPolling
  2. automatically do this!
    Motion.ioMotion.io
    Create Project

    Creates a new project in Motion.io (optionally using a defined template).

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
motionio logo
motionio logo

About Motion.io

Motion.io is a client onboarding platform that helps you get what you need from clients to keep your projects moving.
Learn more

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 more

Related categories

  • CRM (Customer Relationship Management)

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