Autotask + Pipedrive

Create deals in Pipedrive for new opportunities in Autotask

Turn new opportunities into concrete action instantly with this simplifying workflow. When a new opportunity springs up in your Autotask platform, it will directly initiate the creation of a new deal in Pipedrive. Such a process not only saves valuable time but also ensures seamless synchronization between two critical business processes. Capture and capitalize on every opportunity without the strain of manual data entry.

Turn new opportunities into concrete action instantly with this simplifying workflow. When a new opportunity springs up in your Autotask platform, it will directly initiate the creation of a new deal in Pipedrive. Such a process not only saves valuable time but also ensures seamless synchronization between two critical business processes. Capture and capitalize on every opportunity without the strain of manual data entry.

  1. When this happens...
    AutotaskAutotask
    New Opportunity

    Triggers when a new opportunity is found.

    TriggerPolling
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

    • Company

    • Assigned To Resource ID

    Trigger
    Polling
    Try It
autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

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  • CRM (Customer Relationship Management)

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pipedrive logo
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 more

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  • CRM (Customer Relationship Management)

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