Checkvist + Pipedrive

Create Checkvist list items for new Pipedrive leads to easily manage and organize

Effortlessly manage your Pipedrive leads with this seamless workflow. When a new lead is added in Pipedrive, it will create a list item in Checkvist, keeping your tasks organized and up-to-date. Stay on top of your sales pipeline by ensuring every lead is tracked and actioned upon in a timely manner.

Effortlessly manage your Pipedrive leads with this seamless workflow. When a new lead is added in Pipedrive, it will create a list item in Checkvist, keeping your tasks organized and up-to-date. Stay on top of your sales pipeline by ensuring every lead is tracked and actioned upon in a timely manner.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a lead is created.

    TriggerPolling
  2. automatically do this!
    CheckvistCheckvist
    Create List Item

    Creates a new item in a selected list.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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checkvist logo

About Checkvist

Keyboard driven online outliner and task manager for teams and individuals. Capture your ideas and notes, create checklists and plans, share with colleagues, and get everything done — together.

Related categories

  • Task Management

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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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