Pipedrive + Projetly integrations
Create Projetly deals from new Pipedrive deals
When new deals are added to Pipedrive, replicating that information manually into your project management tool slows teams down and introduces the risk of missing or mismatched records. This automation connects Pipedrive and Projetly so your project pipeline reflects your CRM activity in real time. Whenever a new deal is created in Pipedrive, a corresponding deal is created in Projetly with the relevant details.
- When this happens...New DealTriggers when a new deal is created.
- automatically do this...Find CompanyFinds a Company by Name
- then do this...Find ContactFinds a Contact by Email
- then do this!Create DealCreates a new deal.
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More things you can do with Pipedrive and Projetly
Discover other triggers and actions you can use with Pipedrive and Projetly
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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.
Related categories
Related categories
Related Zap Templates
- Create Pipedrive deals from new Projetly deals
- Create Pipedrive organizations from new Projetly companies
- Create Pipedrive persons from new Projetly contacts
- Update Pipedrive tasks from new or updated Projetly tasks
- Add new Projetly projects to Pipedrive
- Create Projetly companies from new Pipedrive organizations
- Create Projetly contacts from new Pipedrive persons
- Create Projetly projects from new Pipedrive projects
- Update Projetly companies when Pipedrive organisations are updated
- Update Projetly deals when new Pipedrive deals are updated
- Update Projetly contacts when new Pipedrive persons are updated
- Update Pipedrive organizations when new Projetly companies are updated
- Update Pipedrive persons when new Projetly contacts are updated
- Update Pipedrive deals when new Projetly deals are updated
- Update Pipedrive projects when new Projetly projects are updated
Related Zap Templates
- Create Pipedrive persons from new Projetly contacts
- Create Projetly companies from new Pipedrive organizations
- Update Projetly companies when Pipedrive organisations are updated
- Update Pipedrive organizations when new Projetly companies are updated
- Update Pipedrive projects when new Projetly projects are updated






