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Pipedrive + Projetly

Pipedrive + Projetly

Pipedrive + Projetly integrations

Update Pipedrive tasks from new or updated Projetly tasks

When tasks are created or updated across your project management and CRM tools separately, teams risk missing critical action items and working from outdated information. This automation ensures your Pipedrive pipeline stays current whenever task activity occurs in Projetly. Whenever a task is created or updated in Projetly, a task is automatically updated in Pipedrive with the relevant details.

  1. When this happens...
    New or Updated Task
    New or Updated Task
    New or Updated TaskTriggers when a task is created or updated.
  2. automatically do this...
    Find Project(s)
    Find Project(s)
    Find Project(s)Finds a project or projects by title or other fields.
  3. then do this...
    Find User
    Find User
    Find UserFind a user by name, email, or ID.
  4. then do this!
    Update Task
    Update Task
    Update TaskUpdates an existing task.
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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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