How can I filter for high-value deals?

DryMerge allows you to filter Pipedrive deals by their value. Just specify the minimum deal value you are interested in, and DryMerge will only create tasks for those deals.

Can I also use this with Asana instead of Monday?

Yes, you can use this with Asana instead of Monday. Simply describe the changes you need to make, and DryMerge will take care of the rest.

Which people use this automation and what do they use it for?

This automation is ideal for sales teams who want to ensure that every new deal is followed up by creating structured tasks in their project management tool, enhancing accountability and follow-through.

Monday.com + Pipedrive

Add Monday Tasks for New Pipedrive Deals

With this use case, you can automatically add tasks to your Monday boards whenever new deals are created in Pipedrive. This helps maintain a structured workflow by ensuring that every new potential sale is accompanied by actionable tasks in your project management tool, keeping your team organized and proactive.

New Deal Created

Triggers when a new deal is added in Pipedrive.

Create Monday Task

Adds a task to your Monday board.

See more Monday.com to Pipedrive integrations or use AI to customize your automation.

or pick a common variation below

Create Monday Tasks for Pipedrive Deal Follow-ups

Monday.com + Pipedrive

Add New Monday Tasks for Pipedrive Deal Updates

Monday.com + Pipedrive

Create Monday Subtasks from New Pipedrive Activities

Monday.com + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add Monday tasks for new Pipedrive deals"

Add Monday tasks for new Pipedrive deals

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Monday.com + Pipedrive.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Monday.com

Monday.com is a cloud-based work operating system for planning, organizing, and tracking work. Create boards, automate workflows, and collaborate with team members on projects.