Skip to content
Pipedrive logoPipedrive logo
Workboard logoWorkboard logo
Pipedrive logoPipedrive logo
Workboard logoWorkboard logo

Pipedrive + Workboard

Pipedrive + Workboard

Pipedrive + Workboard integrations

Create Workboard action items for new Pipedrive leads

Streamline your sales process and stay organized with this seamless Pipedrive and Workboard integration. When a new lead is added in Pipedrive, this workflow quickly creates an action item in Workboard, ensuring that you never miss a follow-up with potential clients. Improve your team's productivity and close deals more efficiently with this automated solution.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create Action Item
    Create Action Item
    Create Action ItemCreate an action item in Workboard
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

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
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.
Related categories
Similar apps
Zoho CRM integrationsZoho CRM integrations
Zoho CRM
CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations
Zendesk Sell
CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations
Agile CRM
CRM (Customer Relationship Management)
workboard logo
About Workboard
Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.
Related categories

Related Zap Templates

  • Create Workboard action items from new Pipedrive activities

 

    Â