Can I filter for deals lost in specific stages?

DryMerge allows you to filter deals by their stage. Specify which stages to focus on, and DryMerge will handle the rest.

Can I use a different task management tool instead of Teamwork?

Yes, you can use a different task management tool. Describe the changes needed, and DryMerge will configure the automation accordingly.

Which people use this automation? What do they use it for?

Sales and analysis teams use this to ensure that reasons for lost deals are promptly addressed through actionable tasks.

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Pipedrive + Teamwork

Create Teamwork Tasks for Lost Pipedrive Deals

When a deal is lost in Pipedrive, a task is created in Teamwork to analyze and address the reasons behind the loss.

Lost Pipedrive Deal

Triggers when a deal is lost in Pipedrive

Create Analysis Task

Creates a new task in Teamwork

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

or pick a common variation below

Create Teamwork Tasks from Pipedrive Notes

Pipedrive + Teamwork

Create Teamwork Notes for Pipedrive Deal Comments

Pipedrive + Teamwork

Update Teamwork Tasks with Pipedrive Deal Information

Pipedrive + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Teamwork tasks for lost Pipedrive deals"

Create Teamwork tasks for lost 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 Pipedrive + Teamwork.

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

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

Teamwork

Teamwork is a project management and team collaboration platform. Manage projects, tasks, and resources, track time, and collaborate with team members to improve productivity and efficiency.