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Pipedrive logoPipedrive logo
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Pipedrive logoPipedrive logo

Ortto + Pipedrive

Ortto + Pipedrive

Create custom activities in Ortto for each new deal matching filter in Pipedrive

Boost your team's efficiency by streamlining your deal matching process through this intuitive automation. Whenever a deal matches a filter in Pipedrive, a new custom activity is instantly created within Ortto, eliminating the need for manual data entry. This ensures your team stays updated with the latest activities related to your significant deals, facilitating proactive steps towards successful deal closures.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Custom Activity
    Create Custom Activity
    Create Custom ActivityCreate a custom Activity for a person, optionally create a new record beforehand.
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More things you can do with Pipedrive and Ortto

Discover other triggers and actions you can use with Pipedrive and Ortto

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
ortto logo
About Ortto
Grow your brand faster with a customer data and marketing automation platform designed for businesses who sell online.
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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.
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