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Schedule by Zapier logoSchedule by Zapier logo

Pipedrive + Schedule by Zapier

Pipedrive + Schedule by Zapier

Pipedrive + Schedule by Zapier integrations

Create Pipedrive activities every month

There are processes you do on a monthly basis that deserve tracking in your CRM. Maybe it's a catch-up meeting, or emailing out the department reports. Whatever it is, this Zap will save you effort. Set it up so that, every month, we'll automatically create the same activity on Pipedrive for you, handling your regular chores so you can stay efficient.

  1. When this happens...
    Every Month
    Every Month
    Every MonthTriggers every month, on the day(s) selected.
  2. automatically do this!
    Create Activity
    Create Activity
    Create ActivityCreates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
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More things you can do with Schedule by Zapier and Pipedrive

Discover other triggers and actions you can use with Schedule by Zapier and Pipedrive

    • Frequency Type
      Required
    • Interval
    • Start Date
      Required
    • Time of Day
      Required
    • Timezone Override (Optional)
    Trigger
    Instant
    Try It
    • Time Offset
    • Trigger on weekends?
    Trigger
    Instant
    Try It
    • Day of the Week
      Required
    • Time of Day
      Required
    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
    • Time of Day
      Required
    • Trigger on weekends?
    Trigger
    Instant
    Try It
    • Day of the Month
      Required
    • Time of Day
      Required
    Trigger
    Instant
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
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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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About Schedule by Zapier
Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.
Related categories

Related Zap Templates