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monday.com + Pipedrive

monday.com + Pipedrive

monday.com + Pipedrive integrations

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.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Board
    Create Board
    Create BoardCreates a new board
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More things you can do with Pipedrive and monday.com

Discover other triggers and actions you can use with Pipedrive and monday.com

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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.
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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.
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