Pipedrive + Sortlist

Create Pipedrive deals when new Sortlist opportunity applications are sent

Keep your Pipedrive pipeline updated without manual entry. Each time you apply to a Sortlist opportunity, this Zap automatically creates or updates a deal in Pipedrive, links it with the client company, and updates the contacts. No more copy-pasting -- your sales team can focus on follow-ups and closing deals with a real-time pipeline that reflects every opportunity.

Keep your Pipedrive pipeline updated without manual entry. Each time you apply to a Sortlist opportunity, this Zap automatically creates or updates a deal in Pipedrive, links it with the client company, and updates the contacts. No more copy-pasting -- your sales team can focus on follow-ups and closing deals with a real-time pipeline that reflects every opportunity.

  1. When this happens...
    SortlistSortlist
    Opportunity Application Sent

    Triggers when you sent your application for an opportunity.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

    • Profile To ConnectRequired

    Trigger
    Instant
    Try It
    • Activity filterRequired

    Trigger
    Polling
    Try It
    • Copy

    • FilterRequired

    • Deal status

    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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sortlist logo
sortlist logo

About Sortlist

Sortlist is a marketplace where thousands of clients look for service providers.

Related categories

  • Sales & CRM