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Pipedrive + vPlan

Pipedrive + vPlan

Pipedrive + vPlan integrations

Filter matched organizations in Pipedrive and create cards on backlog in vPlan

Easily manage your workflow with this beneficial integration between Pipedrive and vPlan. Upon matching an organization in Pipedrive, a new card instantly gets created in vPlan. This seamless transition between services ensures that your project management is always up-to-date and minimizes the possibility of overlooking crucial details. Enjoy streamlined and efficient organization-based project planning with this automation.

  1. When this happens...
    Organization Matching Filter
    Organization Matching Filter
    Organization Matching FilterTriggers when an organization newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Card on Backlog
    Create Card on Backlog
    Create Card on BacklogCreates a card on the backlog
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More things you can do with Pipedrive and vPlan

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

    • 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 vPlan
vPlan is a planning tool to plan and track your work.
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