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that contact information manually into your project management tool is time-consuming and increases the risk of out-of-date records between your sales and project teams.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.
- When this happens...New PersonTriggers when a new person is created.
- automatically do this...Find CompanyFinds a Company by Name
- then do this!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 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 deals from new Pipedrive deals
- Create Projetly companies from new Pipedrive organizations
- 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






