Pipedrive + Teamwork

Create tasks in Teamwork for new deals in Pipedrive

When a new deal is initiated in Pipedrive, this automation instantly starts a corresponding task within the Teamwork app. This workflow benefits your sales and project teams by ensuring immediate follow-up action on fresh deals, eliminating the time and effort of manual task creation in Teamwork. Stay on top of your business processes and consistently drive operational efficiency with this Pipedrive to Teamwork automation.

When a new deal is initiated in Pipedrive, this automation instantly starts a corresponding task within the Teamwork app. This workflow benefits your sales and project teams by ensuring immediate follow-up action on fresh deals, eliminating the time and effort of manual task creation in Teamwork. Stay on top of your business processes and consistently drive operational efficiency with this Pipedrive to Teamwork automation.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    TeamworkTeamwork
    Create Task

    Creates a new task.

    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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teamwork logo
teamwork logo

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Learn more

Related categories

  • Project Management

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