What does this Pipedrive automation do?
Every new Pipedrive deal becomes an owned Taskade task with the deal details attached.
What can you do with it?
- Give every new deal an owner on day one
- Keep the deal details next to the work
- Stop copying deals into a task list by hand
The Steps
This automation runs in 2 steps:
- When Pipedrive: New Deal
- Then Taskade: Add Task
Who is this automation for?
Built for sales teams that run delivery work outside the CRM. Every new Pipedrive deal becomes an owned Taskade task with the deal details attached.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Deal" from Pipedrive.
- Add the action "Add Task" from Taskade.
- Connect your Pipedrive account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.