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Pipedrive + Workiz

Pipedrive + Workiz

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.

  1. When this happens...
    New Job
    New Job
    New JobTriggers when a new job is created.
  2. automatically do this!
    Create Deal
    Create Deal
    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

  • Workiz triggers, actions, and search
    Job Is Done

    Triggers when a job is completed and status has changed to Done

    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last name
    • Phone Number
    • Address
    • City
    • State
    • PostalCode
    • Lead start time
    • Email address
    • Lead source
    • Description
    • Company
    Action
    Write
    • First Name
      Required
    • Last name
    • Phone
    • Address
      Required
    • City
      Required
    • State
    • PostalCode
      Required
    • Jobs start time
      Required
    • Job Type
      Required
    • Service Area
    • Email address
    • Job source
    • JobNotes
    • Company
    • Phone Ext
    • Second Phone
    • Second Phone Ext
    • Unit
    • Job End Date Time
    • Client Id
    Action
    Write
    • Activity 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 Workiz
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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