Pipedrive + Workiz integrations
Create Pipedrive deals when new Workiz jobs are added
Easily streamline your sales process by connecting Workiz and Pipedrive with this efficient workflow. Whenever a new job is added in Workiz, a deal will be created in Pipedrive, ensuring your sales team stays up-to-date and can take action quickly. Stay organized and enhance communication between your apps — saving you time and effort to focus on what matters most.
- When this happens...New JobTriggers when a new job is created.
- automatically do this!Create DealCreates a new deal.
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More things you can do with Workiz and Pipedrive
Discover other triggers and actions you can use with Workiz and Pipedrive
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone
- AddressRequired
- CityRequired
- State
- PostalCodeRequired
- Jobs start timeRequired
- Job TypeRequired
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
ActionWrite- Activity filterRequired
Try ItTriggerPolling
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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Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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