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Pipedrive + Projetly

Pipedrive + Projetly

Pipedrive + Projetly integrations

Add new Projetly projects to Pipedrive

Manually recreating new projects in both your project management tool and CRM creates unnecessary duplication and leaves room for inconsistencies between teams. This automation bridges Projetly and Pipedrive so your project records stay aligned without extra effort. Whenever a new project is created in Projetly, a corresponding project is created in Pipedrive with the relevant details.

  1. When this happens...
    New Project Created
    New Project Created
    New Project CreatedTriggers when a new project is created in Projetly.
  2. automatically do this!
    Create Project
    Create Project
    Create ProjectCreates a new project.
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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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