Pipedrive + ServiceForge

Create new Pipedrive deals from new ServiceForge messages

When a new message arrives in ServiceForge, this workflow will instantly create a deal in Pipedrive. Save time and stay organized by ensuring important communications from ServiceForge are transformed into actionable deals in your Pipedrive platform. Say goodbye to the tedious task of manual data entry and focus more on closing those deals.

When a new message arrives in ServiceForge, this workflow will instantly create a deal in Pipedrive. Save time and stay organized by ensuring important communications from ServiceForge are transformed into actionable deals in your Pipedrive platform. Say goodbye to the tedious task of manual data entry and focus more on closing those deals.

  1. When this happens...
    ServiceForgeServiceForge
    New Message

    Triggers when a new message is received.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • Copy

    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
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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 more

Related categories

  • CRM (Customer Relationship Management)

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serviceforge logo
serviceforge logo

About ServiceForge

ServiceForge is an all-in-one solution for home service teams—offering 24/7 live answering, job booking, payments, and branded tools to support your business.

Related categories

  • Scheduling & Booking