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Pipedrive + Redbooth

Create tasks in Redbooth from updated deal stages in Pipedrive

Improve your project management by linking Pipedrive to Redbooth. Whenever a deal stage gets updated on Pipedrive, this workflow ensures that a task is generated on Redbooth. An excellent solution for keeping tasks aligned with deal progress, it effectively eliminates the manual transfer of updates between platforms, thereby boosting productivity.

Improve your project management by linking Pipedrive to Redbooth. Whenever a deal stage gets updated on Pipedrive, this workflow ensures that a task is generated on Redbooth. An excellent solution for keeping tasks aligned with deal progress, it effectively eliminates the manual transfer of updates between platforms, thereby boosting productivity.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    RedboothRedbooth
    Create Task

    Triggers when a new task is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
pipedrive logo
pipedrive logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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redbooth logo
redbooth logo

About Redbooth

Redbooth is project management software for highly productive teams, including marketing departments, creative agencies, and more. Built for collaboration on complex projects, and optimized for doing great work.

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