How can I filter for specific types of comments?

DryMerge allows you to filter comments based on specific criteria. Just specify the types of comments you are interested in, such as those containing certain keywords, and DryMerge will handle the rest.

Can I use this with HubSpot instead of Pipedrive?

Yes, you can use this with HubSpot instead of Pipedrive. 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 utilized by sales and customer support teams to keep all relevant information about a deal in one place, enhancing communication and strategic planning.

Monday.com + Pipedrive

Update Pipedrive Deal Notes with Monday Task Comments

Keep all stakeholders informed by syncing comments added to Monday tasks with the notes section of corresponding deals in Pipedrive. This is valuable for companies that want to ensure every piece of information is captured and available in the CRM for sales follow-ups and strategy adjustments.

New Task Comment

Triggers when a comment is added to a task in Monday.

Update Deal Notes

Updates the deal notes with the new comment in Pipedrive.

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

or pick a common variation below

Update Pipedrive Contacts from Monday Board Changes

Monday.com + Pipedrive

Create Pipedrive Deals from New Monday Projects

Monday.com + Pipedrive

Create Pipedrive Deals from New Monday Tasks

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 Pipedrive deal notes with Monday task comments"

Update Pipedrive deal notes with Monday task comments

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.