Pipedrive + Podio

Create new Podio items from new Pipedrive deals

Streamline your sales process and project management effortlessly with this workflow. When you add a new deal in Pipedrive, it triggers a corresponding item creation in Podio. This ensures that all your business activities are kept up-to-date across both platforms, enabling an efficient, seamless flow of information and reducing the need to manually input data again. Boost your productivity and focus more on closing deals instead of administrative tasks.

Streamline your sales process and project management effortlessly with this workflow. When you add a new deal in Pipedrive, it triggers a corresponding item creation in Podio. This ensures that all your business activities are kept up-to-date across both platforms, enabling an efficient, seamless flow of information and reducing the need to manually input data again. Boost your productivity and focus more on closing deals instead of administrative tasks.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    PodioPodio
    Update Item

    Update an item, record or entry inside an app (standard or custom).

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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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podio logo
podio logo

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Learn more

Related categories

  • Project Management

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