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Pipedrive + Projetly

Pipedrive + Projetly

Pipedrive + Projetly integrations

Create Projetly contacts from new Pipedrive persons

When new persons are added to Pipedrive, duplicating that contact information manually into your project management tool is time-consuming and increases the risk of out-of-date records between your sales and project teams. This integration ensures every new person in Pipedrive is captured in Projetly as a contact without any manual effort. Whenever a new person is created in Pipedrive, a corresponding contact is automatically created in Projetly with the relevant details.

  1. When this happens...
    New Person
    New Person
    New PersonTriggers when a new person is created.
  2. automatically do this...
    Find Company
    Find Company
    Find CompanyFinds a Company by Name
  3. then do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact.
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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 filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    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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