How can I filter for specific types of deal updates?

DryMerge allows you to filter deal updates based on their types. Specify the criteria for the updates you're interested in, and DryMerge will handle the rest.

Can I use this with Smartsheet instead of Monday?

Yes, you can use this with Smartsheet instead of Monday. Describe the changes you need to make, and DryMerge will adjust the automation accordingly.

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

This automation is popular among sales teams to ensure that every follow-up related to deal updates is tracked and managed in their project management tool for better accountability.

Monday.com + Pipedrive

Create Monday Tasks for Pipedrive Deal Follow-ups

Never miss a follow-up by creating new tasks in Monday whenever there are updates to deals in Pipedrive. This automation helps ensure that your team stays proactive in following up on deal statuses, reducing the risk of missed opportunities.

Deal Updated

Triggers when a deal is updated in Pipedrive.

Create Follow-Up Task

Creates a task in Monday for follow-ups.

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

or pick a common variation below

Add New Monday Tasks for Pipedrive Deal Updates

Monday.com + Pipedrive

Update Monday Boards with Pipedrive Deal Closes

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, "Create Monday tasks for Pipedrive deal follow-ups"

Create Monday tasks for Pipedrive deal follow-ups

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.