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Pipedrive + Sunsama

Pipedrive + Sunsama

Pipedrive + Sunsama integrations

Create tasks in Sunsama for new deals in Pipedrive

When a new deal materializes in Pipedrive, flow this update directly into Sunsama to create a task. This streamlined process ensures that every important negotiation is tracked as a distinct task in Sunsama, helping keep you organized and focused. Thus, by integrating Pipedrive's deal-making abilities with Sunsama's task management, your business workflow becomes more efficient and effective.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new task in Sunsama.
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More things you can do with Pipedrive and Sunsama

Discover other triggers and actions you can use with Pipedrive and Sunsama

    • 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 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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About Sunsama
Sunsama organizes all your tasks, to-dos, and meetings day-by-day. Manage all the work you need to do today in one place.
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