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Pipedrive + Workiz

Create new Workiz jobs from updated Pipedrive deals

Streamline your project management with this effortless workflow. Whenever a deal is updated in Pipedrive, this automation creates a new job in Workiz instantly. This seamless connection between Pipedrive and Workiz ensures you're always on top of your tasks, boosting your efficiency and saving you valuable time.

Streamline your project management with this effortless workflow. Whenever a deal is updated in Pipedrive, this automation creates a new job in Workiz instantly. This seamless connection between Pipedrive and Workiz ensures you're always on top of your tasks, boosting your efficiency and saving you valuable time.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal

    Triggers when an existing deal is updated.

    TriggerInstant
  2. automatically do this!
    WorkizWorkiz
    Create Job

    Schedules a new job in your Workiz account.

    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
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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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

Related categories

  • CRM (Customer Relationship Management)

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workiz logo
workiz logo

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

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