1.Detects updated deal changes
Integrate Pipedrive and CRM workflow tools to detect updated deal stage or field changes to trigger project setup extraction.
Create client and project records from won deals
Automatically monitor updated deals across Pipedrive and extract project-setup details using Formatter by Zapier and Google Sheets. Create and update client and project records in Timely when deal stage changes, worksheet field updates, or project setup indicator turns onβso you can provision phases, assign teams, and avoid manual setup work.
How this automation provisions your client projects
When qualified deals require project setup, delays can stall delivery and create rework. This automation extracts worksheet data, creates or finds clients, and provisions phase projects in Timelyβso your team can launch work faster.
Pipedriveor swap with your favorite app
2.Extracts spreadsheet identifier
Integrate Formatter by Zapier and data parsing tools to extract the spreadsheet identifier from the deal worksheet or link field to map sheet link to spreadsheet id.
Formatter by Zapieror swap with your favorite app
3.Fetches budget and phase rows
Integrate Google Sheets and spreadsheet lookup tools to retrieve budget and phase rows using the spreadsheet id to map rows to phase budget values.
Google Sheetsor swap with your favorite app
4.Creates client and phase projects
Integrate Timely Time Tracking and project management workflows to find or create clients and provision standard phase projects with budgets to assign default project teams.
Timely Time Trackingor swap with your favorite app
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Accelerate client delivery with automated project intake, task assignment, and deadline alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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