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Pipedrive + Projetly

Pipedrive + Projetly

Pipedrive + Projetly integrations

Create Pipedrive organizations from new Projetly companies

Managing company records across your project management and CRM tools separately leads to duplicated effort and inconsistent data. This automation keeps Projetly and Pipedrive up to date by handling new company records for you. Whenever a new company is created in Projetly, a corresponding organization is automatically created in Pipedrive.

  1. When this happens...
    New Company Created
    New Company Created
    New Company CreatedTriggers when a new company is created.
  2. automatically do this...
    Find User
    Find User
    Find UserFind a user by name, email, or ID.
  3. then do this!
    Create Organization
    Create Organization
    Create OrganizationCreates a new organization in Pipedrive with support for custom fields and comprehensive address information.
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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
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  • Projetly triggers, actions, and search
    New Contact Created

    Triggers when a new contact is created.

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

    Triggers when a new project is created in Projetly.

    Trigger
    Instant
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  • 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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