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.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Start a New Process
Starts a new process instance and populates it's fields.
- Free forever for core features
- 14 day trial for premium features & apps
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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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!
