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Pipedrive + Taskade

Pipedrive + Taskade

Manage new Pipedrive deals by creating tasks in Taskade instantly

When a new deal comes into play in Pipedrive, it's important to keep track of the next steps. This workflow ensures that a corresponding task is created in Taskade, so you never miss a beat. Stay organized and efficient, while ensuring all deal-related tasks are accounted for, with this easy automation.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a Task in Taskade
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More things you can do with Pipedrive and Taskade

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

    • 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 Taskade
Taskade is a collaboration platform for remote teams to organize and manage projects.
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