How can I filter for specific roles or teams?

DryMerge lets you filter tasks based on assignee roles or teams. Specify the criteria you're interested in, and DryMerge will handle the rest.

Can I use this with Salesforce instead of Pipedrive?

Yes, you can use this with Salesforce instead of Pipedrive. Describe the changes needed, and DryMerge will configure the automation accordingly.

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

This automation is popular among sales and project management teams to capture potential lead information for every new task assignee in their CRM system.

Monday.com + Pipedrive

Create Pipedrive Leads from New Monday Task Assignees

Automatically create new leads in Pipedrive whenever tasks are assigned to new team members in Monday. This ensures that potential contacts related to tasks are captured in your CRM system, enhancing your ability to track and engage them.

New Task Assignee

Triggers when a task is assigned to a new user in Monday.

Create New Lead

Adds the new task assignee as a lead in Pipedrive.

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

or pick a common variation below

Create Pipedrive Deals from New Monday Tasks

Monday.com + Pipedrive

Create Pipedrive Contacts from Monday Assignees

Monday.com + Pipedrive

Add Pipedrive Notes from New Monday Task Updates

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 Pipedrive leads from new Monday task assignees"

Create Pipedrive leads from new Monday task assignees

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.