What does this Pipedrive automation do?
An updated Pipedrive deal creates a follow-up activity in Pipedrive and a task for the owner.
What can you do with it?
- Schedule the next touch the moment a deal moves
- Keep the activity in Pipedrive and the work in Taskade
- Make the next step visible to the team
The Steps
This automation runs in 3 steps:
- When Pipedrive: Updated Deal
- Then Pipedrive: Create Activity
- Then Taskade: Add Task
Who is this automation for?
Built for teams that lose deals to slow follow-up. An updated Pipedrive deal creates a follow-up activity in Pipedrive and a task for the owner.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Updated Deal" from Pipedrive.
- Add the action "Create Activity" 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.