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monday.com + Pipedrive

monday.com + Pipedrive

monday.com + Pipedrive integrations

Create new Pipedrive persons when items move to groups on monday.com

When an item is moved to a different or the same group in monday.com, this workflow immediately creates a new person in Pipedrive. This seamless connection helps to keep track of important shifts in project groups and instantly records them in your CRM, optimizing your sales processes and ensuring no data misses your attention. Keep your team's operations smooth and efficient with this monday.com to Pipedrive automation.

  1. When this happens...
    Item Moved to Group (Same or Different Board)
    Item Moved to Group (Same or Different Board)
    Item Moved to Group (Same or Different Board)Triggers when an item is moved to a group (same or different board).
  2. automatically do this!
    Create Person
    Create Person
    Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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More things you can do with monday.com and Pipedrive

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

    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
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    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    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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