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Pipedrive + Roll

Add new Pipedrive deals to Roll as projects

If you love Pipedrive to manage all your leads and deals but need something more to manage the projects you win, then Roll will get you there, and with Zapier there's no need to double enter everything. Every new Pipedrive deal will automatically get added into your Roll account as a new opportunity. From there you can manage your project tasks, billing and track all the time you spend on the project.

If you love Pipedrive to manage all your leads and deals but need something more to manage the projects you win, then Roll will get you there, and with Zapier there's no need to double enter everything. Every new Pipedrive deal will automatically get added into your Roll account as a new opportunity. From there you can manage your project tasks, billing and track all the time you spend on the project.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    RollRoll
    Create Project

    Triggers when a new project is created.

    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.
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Related categories

  • CRM (Customer Relationship Management)

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roll logo
roll logo

About Roll

Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.

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