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Pipedrive + Things

Track new Pipedrive leads by creating to-dos in Things

Stay on top of your sales pipeline by instantly creating to-dos in Things when a new lead is added in Pipedrive. This automation workflow ensures you never miss a follow-up and helps you stay organized and focused on closing deals. Save time and increase productivity by letting this workflow handle lead management for you.

Stay on top of your sales pipeline by instantly creating to-dos in Things when a new lead is added in Pipedrive. This automation workflow ensures you never miss a follow-up and helps you stay organized and focused on closing deals. Save time and increase productivity by letting this workflow handle lead management for you.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead is created.

    TriggerScheduled
  2. automatically do this!
    ThingsThings
    Create To-Do

    Adds a new to-do to your Things Inbox.

    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
pipedrive logo
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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things logo
things logo

About Things

Things is an award-winning personal task manager for Mac and iOS that helps you achieve your goals.

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