Pipedrive + TASKER

Create task requests in TASKER from new deal matching filters in Pipedrive

Streamline your sales process with this efficient workflow between Pipedrive and TASKER. Once an agreement fits your preset filters in Pipedrive, a new task request is instantly created in TASKER. This ensures every significant deal is acted upon in a timely manner, boosting your productivity and helping capitalise on business opportunities.

Streamline your sales process with this efficient workflow between Pipedrive and TASKER. Once an agreement fits your preset filters in Pipedrive, a new task request is instantly created in TASKER. This ensures every significant deal is acted upon in a timely manner, boosting your productivity and helping capitalise on business opportunities.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerPolling
  2. automatically do this!
    TASKERTASKER
    Create Task Request

    Creates a new task request.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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tasker logo

About TASKER

TASKER is a flexible and effective tool for managing tasks, processes and employees.

Related categories

  • Productivity