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Pipedrive + Projetly

Pipedrive + Projetly

Pipedrive + Projetly integrations

Update Pipedrive projects when new Projetly projects are updated

Project managers track day-to-day progress in Projetly, but stakeholders who only check Pipedrive won't see that progress unless someone copies it over. This automation updates the matching project in Pipedrive whenever a new project is changed in Projetly, so anyone reviewing deals or reporting in Pipedrive is looking at the current state of the work, not a stale snapshot. It keeps project status visible to people who don't work inside Projetly day to day.

  1. When this happens...
    Existing Project Updated
    Existing Project Updated
    Existing Project UpdatedTriggers when an existing project is updated.
  2. automatically do this!
    Update Project
    Update Project
    Update ProjectUpdates an existing project in Pipedrive.
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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.

    Trigger
    Instant
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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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