Pipedrive + Process Street

Update people in Pipedrive when new tasks are checked in Process Street

Keep your sales pipeline current and efficient with this seamless workflow. When you complete a task in Process Street, it initiates an update for a person's details in Pipedrive. This ensures your team always has the latest information at their fingertips, saving time and improving communication. You can focus more on closing deals instead of manual data entry.

Keep your sales pipeline current and efficient with this seamless workflow. When you complete a task in Process Street, it initiates an update for a person's details in Pipedrive. This ensures your team always has the latest information at their fingertips, saving time and improving communication. You can focus more on closing deals instead of manual data entry.

  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
    Update Person

    Updates an existing person.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Workflow

    Trigger
    Instant
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    • Data SetRequired

    Trigger
    Instant
    Try It
    • Workflow

    • Author

    Trigger
    Instant
    Try It
    • 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.
Learn moreHelp

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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