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Pipedrive + Workiom

Create Workiom records for new Pipedrive activities

Stay on top of your sales pipeline by instantly updating Workiom with new activities from Pipedrive. With this seamless workflow, whenever a new activity is logged in Pipedrive, a corresponding record will be created in Workiom, ensuring your team remains informed and can collaborate effectively. Streamline your sales process and improve communication with this easy-to-implement automation.

Stay on top of your sales pipeline by instantly updating Workiom with new activities from Pipedrive. With this seamless workflow, whenever a new activity is logged in Pipedrive, a corresponding record will be created in Workiom, ensuring your team remains informed and can collaborate effectively. Streamline your sales process and improve communication with this easy-to-implement automation.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerScheduled
  2. automatically do this!
    WorkiomWorkiom
    Create Record

    Create new record in a list.

    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
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It

    • Filter IdRequired

    Trigger
    Scheduled
    Try It

    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    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

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  • CRM (Customer Relationship Management)

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About Workiom

Workiom helps you create apps like CRM, Tasks Management, and Ticketing system all in one place by yourself
Help

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