1.Monitor deal stage change
Integrate Pipedrive and CRM data tools to detect deal updated events and start a project creation check.
Create client project when deal reaches proposal stage
Automatically monitor deal stage changes across Pipedrive and Google Sheets. Create and update when deals enter your proposal stage, when no project match is found, or when contact data is readyβso you can create client projects, prevent duplicates, and start onboarding without manual setup.
How this automation creates client projects faster
When deals reach proposal stage but project setup is delayed, onboarding stalls and teams scramble to rebuild the same details. This automation looks up existing projects, filters duplicates, enriches contact data, and creates a new Dubsado project with your onboarding templateβso your team can start onboarding immediately.
Pipedriveor swap with your favorite app
2.Lookup matching project record
Integrate Google Sheets and worksheet lookups to find an existing project by mapping organization name to a lookup key.
Google Sheetsor swap with your favorite app
3.Skip when project already exists
Integrate Filter by Zapier and data validation to continue only when the lookup indicates no existing project.
Filter by Zapieror swap with your favorite app
4.Find organization and address
Integrate Pipedrive and CRM enrichment to retrieve organization details and map address fields to source address outputs.
5.Split contact full name
Integrate Formatter by Zapier and text processing to split the primary contact full name into first and last name fields.
Formatter by Zapieror swap with your favorite app
6.Create onboarding client project
Integrate Dubsado and onboarding templates to create a new project with location, client address, email, and phone.
Dubsadoor swap with your favorite app
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Explore all client project management automations
Accelerate client delivery with automated project intake, task assignment, and deadline alerts
Set up in minutes
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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!)
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David Laderberg, VP of Sales
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