Checkmob + Pipedrive

Create new Checkmob clients from updated Pipedrive deal matching filters

Easily manage your sales and client data with this efficient workflow. When a deal matches your selected filter in Pipedrive, this process will instantly create a new client in Checkmob. It reduces manual data entry, keeping your client information updated and streamlining your lead management system. Save time, minimize errors, and focus more on closing deals with this simple automation.

Easily manage your sales and client data with this efficient workflow. When a deal matches your selected filter in Pipedrive, this process will instantly create a new client in Checkmob. It reduces manual data entry, keeping your client information updated and streamlining your lead management system. Save time, minimize errors, and focus more on closing deals with this simple automation.

  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!
    CheckmobCheckmob
    Create Client

    Creates a new Client

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
checkmob logo
checkmob logo

About Checkmob

Checkmob is the ultimate mobile app for on-the-go employee management. Simplify your business operations and optimize your team's productivity!

Related categories

  • CRM (Customer Relationship Management)
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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