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Pipedrive + Roam

Pipedrive + Roam

Pipedrive + Roam integrations

Send messages in Roam when deal stages are updated in Pipedrive

Stay on top of your sales pipeline with this handy workflow. Whenever a deal stage is updated in Pipedrive, a corresponding message gets sent in Roam. This allows you to immediately inform team members, keeping communication smooth and operations efficient. Streamline your sales process by reducing manual data entry and ensuring everyone is up-to-date.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Send Channel Message
    Send Channel Message
    Send Channel MessageSends a message to a chat group
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More things you can do with Pipedrive and Roam

Discover other triggers and actions you can use with Pipedrive and Roam

    • 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 Roam
Send notifications to Roam, your Cloud HQ.
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