Create Pipedrive activities every month

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
Create Pipedrive activities every month
Schedule by Zapier integration logo

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.

Pipedrive integration logo

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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