How can I filter for specific deal stages?

DryMerge allows you to filter deals by their stages in Pipedrive. Just specify which stages you are interested in, and DryMerge will update the Monday status fields accordingly.

Can I use this with ClickUp instead of Monday?

Yes, you can use this with ClickUp instead of Monday. Simply describe the necessary changes, and DryMerge will adjust the automation accordingly.

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

This automation is ideal for project managers and sales teams who want to maintain real-time visibility of deal progress within their project management tool.

Monday.com + Pipedrive

Update Monday Status with Pipedrive Deal Progress

Maintain project visibility by updating the status fields in Monday based on the progress of deals in Pipedrive. This helps your team keep track of deal statuses directly from your project management tool, streamlining workflows and reducing the need to switch between platforms.

Deal Stage Updated

Triggers when the stage of a deal is updated in Pipedrive.

Update Status Field

Updates the status of the corresponding item in Monday.

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

or pick a common variation below

Update Monday Boards with Pipedrive Deal Closes

Monday.com + Pipedrive

Update Monday Tasks When Pipedrive Deals Move to a New Stage

Monday.com + Pipedrive

Add New Monday Tasks for Pipedrive Deal 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, "Update Monday status with Pipedrive deal progress"

Update Monday status with Pipedrive deal progress

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.