Pipedrive + Workiz
Create Pipedrive deals when new Workiz jobs are added
Easily streamline your sales process by connecting Workiz and Pipedrive with this efficient workflow. Whenever a new job is added in Workiz, a deal will be created in Pipedrive, ensuring your sales team stays up-to-date and can take action quickly. Stay organized and enhance communication between your apps — saving you time and effort to focus on what matters most.
Easily streamline your sales process by connecting Workiz and Pipedrive with this efficient workflow. Whenever a new job is added in Workiz, a deal will be created in Pipedrive, ensuring your sales team stays up-to-date and can take action quickly. Stay organized and enhance communication between your apps — saving you time and effort to focus on what matters most.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Deal
Creates a new deal.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
New Activity
Triggers when a new activity is created.
Try It
