When this happens...
Schedule by ZapierEvery Month
Then do this...
PipedriveCreate Activity

Maybe it's a catch-up meeting, or emailing out the department reports--there are processes you do on a monthly basis that deserve tracking on your CRM. Set up this Zap and it won't take you any additional effort: every month, we'll create the same activity on Pipedrive for you, reminding you of regular chores so you can stay efficient.

How this scheduled Pipedrive integration works

  1. A new month goes by
  2. Zapier automatically creates activity on Pipedrive

Apps involved

  • Pipedrive

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Pipedrive + Schedule by Zapier and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Pipedrive
New Deal

Triggers when a new deal is created.

Pipedrive
Create Person

Creates a new person.

Pipedrive
Updated Deal

Triggers when an existing deal is updated.

Pipedrive
Create Deal

Creates a new deal.

Pipedrive
New Activity

Triggers when a new activity is created.

Pipedrive
Create Activity

Creates a new activity.

Schedule by Zapier
Every Week

Triggers every week, just choose what day of the week.

Pipedrive
Update Person

Updates an existing person.

Schedule by Zapier
Every Day

Triggers daily, just choose at what hour of time.

Pipedrive
Attach File

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.