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Pipedrive + Projetly

Pipedrive + Projetly

Pipedrive + Projetly integrations

Create Pipedrive persons from new Projetly contacts

Adding contacts manually to both your project management tool and CRM is repetitive work that risks inconsistent records across teams. This Zap ensures every new contact in Projetly is automatically reflected in Pipedrive as a person. Whenever a new contact is created in Projetly, a new person is created in Pipedrive with the corresponding details.

  1. When this happens...
    New Contact Created
    New Contact Created
    New Contact CreatedTriggers when a new contact is created.
  2. automatically do this...
    Find Organization
    Find Organization
    Find OrganizationTriggers when a new organization is created.
  3. then do this...
    Find User
    Find User
    Find UserFind a user by name, email, or ID.
  4. then do this!
    Create Person
    Create Person
    Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact 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
    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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