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Pipedrive + Projetly

Pipedrive + Projetly

Pipedrive + Projetly integrations

Create Projetly projects from new Pipedrive projects

When new projects are added to Pipedrive, manually recreating them in your project management tool places an unnecessary burden on teams and risks details being lost or inconsistently recorded. This automation ensures every new Pipedrive project is immediately added to Projetly, keeping both platforms aligned.

  1. When this happens...
    New Project
    New Project
    New ProjectTriggers when a new project is created.
  2. automatically do this...
    Find Company
    Find Company
    Find CompanyFinds a Company by Name
  3. then do this...
    Find Contact
    Find Contact
    Find ContactFinds a Contact by Email
  4. then do this!
    Create Project
    Create Project
    Create ProjectCreates a new project.
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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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