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Paymo + Pipedrive

Create tasks in Paymo for new leads in Pipedrive

Efficiently manage your sales pipeline and project tasks with this Pipedrive and Paymo workflow. When a new lead is added in Pipedrive, a task will be created in Paymo, allowing you to streamline your sales process and ensure timely follow-ups. Stay organized and focused on nurturing your leads without the hassle of manual data entry.

Efficiently manage your sales pipeline and project tasks with this Pipedrive and Paymo workflow. When a new lead is added in Pipedrive, a task will be created in Paymo, allowing you to streamline your sales process and ensure timely follow-ups. Stay organized and focused on nurturing your leads without the hassle of manual data entry.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead is created.

    TriggerScheduled
  2. automatically do this!
    PaymoPaymo
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
paymo logo
paymo logo

About Paymo

Simple online project management application that bundles task management, time tracking and invoicing
Learn moreHelp

Related categories

  • Project Management

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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.

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