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Pipedrive + Workiz

Pipedrive + Workiz

Pipedrive + Workiz integrations

Create new jobs in Workiz for every new deal in Pipedrive

When a new deal is established in Pipedrive, save time and minimize manual errors with this workflow that instantly creates a job in Workiz. It simplifies your sales process, ensuring that every deal in Pipedrive immediately translates into a tangible task in your Workiz account, hence enhancing your project management efficiency. You'll be able to devote more time to making sales and less on administrative tasks.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create Job
    Create Job
    Create JobSchedules a new job in your Workiz account.
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More things you can do with Pipedrive and Workiz

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

    • 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 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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