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Pipedrive + Projetly

Pipedrive + Projetly

Pipedrive + Projetly integrations

Create Pipedrive deals from new Projetly deals

Keeping your project management and CRM pipelines aligned can be time-consuming when deal data has to be entered in multiple places manually. This integration connects Projetly and Pipedrive so your sales and project teams always work from the same information. Whenever a new deal is created in Projetly, a corresponding deal is automatically created in Pipedrive.

  1. When this happens...
    New Deal Created
    New Deal Created
    New Deal CreatedTriggers when a new deal is created.
  2. automatically do this...
    Find User
    Find User
    Find UserFind a user by name, email, or ID.
  3. then do this...
    Find Organization
    Find Organization
    Find OrganizationTriggers when a new organization is created.
  4. then do this...
    Find Person
    Find Person
    Find PersonTriggers when a new person is created.
  5. then do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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More things you can do with Projetly and Pipedrive

Discover other triggers and actions you can use with Projetly and Pipedrive

  • Projetly triggers, actions, and search
    New Company Created

    Triggers when a new company is created.

    Trigger
    Instant
    Try It
  • Projetly triggers, actions, and search
    New Contact Created

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • Projetly triggers, actions, and search
    New Project Created

    Triggers when a new project is created in Projetly.

    Trigger
    Instant
    Try It
  • Projetly triggers, actions, and search
    Existing Company Updated

    Triggers when an existing company is updated.

    Trigger
    Instant
    Try It
  • Projetly triggers, actions, and search
    Existing Contact Updated

    Triggers when an existing contact is updated.

    Trigger
    Instant
    Try It
  • Projetly triggers, actions, and search
    Existing Deal Updated

    Triggers when an existing deal is updated.

    Trigger
    Instant
    Try It
  • Projetly triggers, actions, and search
    Existing Project Updated

    Triggers when an existing project is updated.

    Trigger
    Instant
    Try It
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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 Projetly
Projetly is an AI-powered platform to streamline onboarding, manage projects, automate workflows, and collaborate with customers in digital sales rooms.
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