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Pipedrive + SmartSuite

Create SmartSuite records for new Pipedrive leads to streamline data management

Effortlessly manage your leads with this Pipedrive to SmartSuite workflow. Whenever a new lead is added in Pipedrive, a record will be created in SmartSuite, streamlining your data entry and ensuring consistency across platforms. Keep your sales pipeline organized and up-to-date with this seamless automation.

Effortlessly manage your leads with this Pipedrive to SmartSuite workflow. Whenever a new lead is added in Pipedrive, a record will be created in SmartSuite, streamlining your data entry and ensuring consistency across platforms. Keep your sales pipeline organized and up-to-date with this seamless automation.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead is created.

    TriggerScheduled
  2. automatically do this!
    SmartSuiteSmartSuite
    Create Record

    Triggers when new record is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    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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Related categories

  • CRM (Customer Relationship Management)

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About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

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