monday.com + Pipedrive

Create new boards in monday.com for each deal matching filter in Pipedrive

Streamline your sales process with this efficient workflow. When Pipedrive identifies a deal that matches a specified filter, a corresponding board is instantly created in monday.com. This ensures all essential deal information is efficiently organized and readily available, enhancing your team's project management and collaboration. This workflow not only saves you time but also diminishes the chances of overlooking any potential deals.

Streamline your sales process with this efficient workflow. When Pipedrive identifies a deal that matches a specified filter, a corresponding board is instantly created in monday.com. This ensures all essential deal information is efficiently organized and readily available, enhancing your team's project management and collaboration. This workflow not only saves you time but also diminishes the chances of overlooking any potential deals.

  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!
    monday.commonday.com
    Create Board

    Creates a new board

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

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  • Project 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

Related categories

  • CRM (Customer Relationship Management)

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