Pipedrive + Process Street

Create Pipedrive leads from new checked tasks in Process Street

Effortlessly stay on top of your sales pipeline by turning completed tasks in Process Street into new leads in Pipedrive. With this workflow, whenever a task is checked off in Process Street, a lead will be created in Pipedrive, ensuring that your sales team can quickly track and follow up on potential customers. Streamline your sales process and optimize productivity with this easy-to-use automation.

Effortlessly stay on top of your sales pipeline by turning completed tasks in Process Street into new leads in Pipedrive. With this workflow, whenever a task is checked off in Process Street, a lead will be created in Pipedrive, ensuring that your sales team can quickly track and follow up on potential customers. Streamline your sales process and optimize productivity with this easy-to-use automation.

  1. When this happens...
    Process StreetProcess Street
    New Task Checked

    Triggers when a task is checked off in a workflow.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Workflow

    Trigger
    Instant
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    • Data SetRequired

    Trigger
    Instant
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    • Workflow

    • Author

    Trigger
    Instant
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    • Workflow

    • Author

    Trigger
    Instant
    Try It
    • Data SetRequired

    Trigger
    Instant
    Try It
    • Data SetRequired

    Trigger
    Instant
    Try It
    • Workflow

    Trigger
    Instant
    Try It
    • Workflow

    • Task

    Trigger
    Instant
    Try It
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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Related categories

  • CRM (Customer Relationship Management)

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process-street logo
process-street logo

About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.
Learn moreHelp

Related categories

  • Project Management

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