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Pipedrive + Workboard

Pipedrive + Workboard

Pipedrive + Workboard integrations

Create Workboard action items from new Pipedrive activities

Stay on top of your sales activities in Pipedrive and seamlessly manage tasks in Workboard with this efficient workflow. Whenever a new activity is added in Pipedrive, this automation will create a corresponding action item in Workboard, ensuring your sales and project management stay in sync without manual effort. Save time and maintain consistency across platforms with this streamlined integration.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  2. automatically do this!
    Create Action Item
    Create Action Item
    Create Action ItemCreate an action item in Workboard
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More things you can do with Pipedrive and Workboard

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

    • 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 Workboard
Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.
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Related Zap Templates

  • Create Workboard action items for new Pipedrive leads

 

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