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Pipedrive + Process Plan

Initiate new processes in Process Plan for every new activity in Pipedrive

Stay on top of your sales pipeline by kickstarting a new process whenever new activity occurs in Pipedrive. This automation will swiftly start a new process in Process Plan to ensure seamless progress tracking and team collaboration. No more manual work - enhance efficiency and keep your focus on meeting those targets.

Stay on top of your sales pipeline by kickstarting a new process whenever new activity occurs in Pipedrive. This automation will swiftly start a new process in Process Plan to ensure seamless progress tracking and team collaboration. No more manual work - enhance efficiency and keep your focus on meeting those targets.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerScheduled
  2. automatically do this!
    Process PlanProcess Plan
    Start a New Process

    Starts a new process instance and populates it's fields.

    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
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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processplan logo
processplan logo

About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

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