Pipedrive + roam-bot
Create roam-bot blocks for new Pipedrive deals in today page
Stay on top of your sales pipeline with this efficient workflow. When a new deal is added in Pipedrive, it will create a block in the Today page of your Roam Research workspace. This way, you can easily track and manage your deals without manually copying details between apps, making your sales process smoother and more organized.
Stay on top of your sales pipeline with this efficient workflow. When a new deal is added in Pipedrive, it will create a block in the Today page of your Roam Research workspace. This way, you can easily track and manage your deals without manually copying details between apps, making your sales process smoother and more organized.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create a Block in Today Page
Create a new block in Today page
- Free forever for core features
- 14 day trial for premium features & apps
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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CRM (Customer Relationship Management)About roam-bot
Roam-Bot connects everything to and from RoamResearch through online plateforms