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Pipedrive + Projetly

Pipedrive + Projetly

Pipedrive + Projetly integrations

Update Pipedrive persons when new Projetly contacts are updated

When contact details are changed in Projetly, manually applying those same updates in Pipedrive is repetitive work that leaves your CRM reflecting inaccurate or inconsistent person records. This integration ensures any update made to a contact in Projetly is automatically reflected in Pipedrive, keeping both platforms aligned without manual effort. Whenever an existing contact is updated in Projetly, the corresponding person in Pipedrive is updated with the latest details.

  1. When this happens...
    Existing Contact Updated
    Existing Contact Updated
    Existing Contact UpdatedTriggers when an existing contact is updated.
  2. automatically do this!
    Update Person
    Update Person
    Update PersonUpdates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.
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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.

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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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