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Pipedrive

CRM (Customer Relationship Management)

Create Pipedrive deals when new Pipedrive deals are made

Yay, your client agreed to a new deal! But if you have multiple Pipedrive accounts, or just need to make a customized copy of the deal, you might end up needing to create the deal twice in Pipedrive. Do it automatically with this Pipedrive automation. Set it up, and every time a new deal is made, Zapier will create a new deal. Wow clients with your fast performance!

Yay, your client agreed to a new deal! But if you have multiple Pipedrive accounts, or just need to make a customized copy of the deal, you might end up needing to create the deal twice in Pipedrive. Do it automatically with this Pipedrive automation. Set it up, and every time a new deal is made, Zapier will create a new deal. Wow clients with your fast performance!

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    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
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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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Related categories

  • CRM (Customer Relationship Management)

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