Float + Pipedrive Integration

Q: Can I automatically create Pipedrive deals from new Float projects?

You can create Pipedrive deals from new Float projects automatically using ready-made workflows on Integrately, or configure custom variations with Integrately AI.

Q: Can I connect Float, Pipedrive, and Slack?

You can connect all three apps together to automate projects, deals, and channel notifications, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Float and Pipedrive?

Most alternatives lack 24/5 live support and ready templates, whereas Integrately offers 20 million+ templates and 42,000+ active users for Float and Pipedrive.

Q: How does Float handle project data during integration?

Float shares project details instantly with Pipedrive through secure 1-click automations on Integrately, keeping your resource schedules and CRM synchronized.

Q: Can Pipedrive deal stages update project tasks in Float?

Pipedrive deal stages can update project tasks in Float automatically using ready workflows on Integrately.

Q: Do I need coding skills to automate Float and Pipedrive?

You can connect Float and Pipedrive without any coding using ready templates or Integrately AI.

Q: Is the Float and Pipedrive integration free?

The Float and Pipedrive integration is available with a free forever plan on Integrately, allowing you to start automating immediately.

Integrate Float to Pipedrive in one click, or tell Integrately AI how you want each project handled. Sync your projects and deals, update client stages, alert your team, and track time automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Task is created in Float
Logged time is created in Float
Logged time is updated in Float
Person is created in Float
Project is created in Float
Client is created in Float
Time off is created in Float
Department is created in Float
Project is created in Pipedrive Instant
Project is updated in Pipedrive Instant
Project is deleted in Pipedrive Instant
Activity is created in Pipedrive Instant
Activity is updated in Pipedrive Instant
Activity matches filter in Pipedrive
Deal is created in Pipedrive Instant
Deal is updated in Pipedrive Instant
Deal matches filter in Pipedrive
Deal stage is updated in Pipedrive Instant
Lead is created in Pipedrive Instant
Lead is updated in Pipedrive Instant
Note is created in Pipedrive Instant
Note is updated in Pipedrive Instant
Organization is created in Pipedrive Instant
Organization is updated in Pipedrive Instant
Organization matches filter in Pipedrive
Person is created in Pipedrive Instant
Person is updated in Pipedrive Instant
Person matches filter in Pipedrive
Product is added in Pipedrive Instant
Product is deleted in Pipedrive Instant
Product is updated in Pipedrive Instant

Trusted by experts at...

Ready Workflows for Float + Pipedrive Integration

Capture projects, organise client details, keep deals updated, alert your team, and track time, all in just one click.

Create Float project from new Pipedrive organization

If you're using Float to track time and work hours, it's important to create separate project for each organization you're working for.

When you create a company in Pipedrive, use this automation to create a project in Float. This will help keep your time tracking organized and easy to access.

Activate

Create Float task for new Pipedrive deal

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising deal, it's important to track and manage the progress of that deal so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Float each time a deal is created in Pipedrive. This way you never lose track of the progress for that particular deal - and with automated reminders, it will be easy to get back on track if something slips through the cracks.

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + Pipedrive flow

Keep your team notified in Slack, log details in Google Sheets, and manage tasks across your projects. Pick a combination and activate it in one click.

Slack (8)

Gmail (8)

Asana (8)

Google Drive (8)

Toggl (8)

Xero (8)

Create a Pipedrive deal for every new project in Float, and notify your sales team on Slack.

New Float projects instantly generate corresponding deals in Pipedrive while alerting your sales channel on Slack, ensuring complete visibility across teams.

When a new Pipedrive deal is created, create a task in Float, and alert your managers on Slack.

Pipedrive deals trigger new scheduling tasks in Float and notify managers on Slack so project planning starts immediately.

When a Pipedrive deal moves to a new stage, update the project in Float, and post the update in Slack.

Stage updates in Pipedrive automatically adjust project statuses in Float and notify your team on Slack.

Create a task in Float for every updated Pipedrive deal, and notify the assigned member on Slack.

Updated Pipedrive deals generate follow-up tasks in Float and notify team members on Slack automatically.

If a new Pipedrive deal is enterprise tier, create a priority project in Float and alert the sales channel in Slack.

Enterprise Pipedrive deals automatically set up high-priority projects in Float and alert the sales team in Slack.

When a Pipedrive deal is marked won, update the project status in Float and announce it in Slack.

Won deals in Pipedrive update project statuses in Float and trigger celebratory team announcements in Slack.

Use Claude to analyse every new Pipedrive deal description. If it matches your scope, create a project in Float and notify your team on Slack.

Claude evaluates Pipedrive deal scopes before creating scheduled projects in Float and notifying your team in Slack.

When a project is created in Float, create a deal in Pipedrive, create a task in Asana, and notify your team in Slack.

Float projects trigger Pipedrive deals, open Asana tasks, and alert your team on Slack in one automated pipeline.

Create a Pipedrive deal for every new project in Float, and email the client using Gmail.

Float projects generate Pipedrive deals and send automated welcome emails to clients via Gmail.

When a Pipedrive deal is created, create a task in Float, and send a confirmation email via Gmail.

New Pipedrive deals schedule tasks in Float and dispatch confirmation emails through Gmail.

When a Pipedrive deal stage is updated, update the project in Float, and email the project lead via Gmail.

Stage changes in Pipedrive update Float projects and notify project leads via Gmail.

Create a task in Float for every new Pipedrive lead, and send an introductory email via Gmail.

Pipedrive leads automatically schedule preparatory tasks in Float and trigger introductory emails in Gmail.

If a new Pipedrive deal matches enterprise filters, create a project in Float and email the account manager via Gmail.

Enterprise Pipedrive deals automatically spawn Float projects and alert account managers via Gmail.

When a Pipedrive deal is marked won, update the Float project and send a congratulatory email via Gmail.

Won Pipedrive deals update Float projects and trigger congratulatory client emails via Gmail.

Use ChatGPT to draft a project brief for every new Pipedrive deal, create the project in Float, and email it via Gmail.

ChatGPT generates briefs for new Pipedrive deals, creates Float projects, and emails stakeholders via Gmail.

When a project is created in Float, create a Pipedrive deal, email the client via Gmail, and create a tracking task in Asana.

Float projects create Pipedrive deals, send Gmail welcome emails, and open tracking tasks in Asana.

Create a Pipedrive deal for every new project in Float, and create a task in Asana.

Float projects automatically open Pipedrive deals and corresponding execution tasks in Asana.

When a Pipedrive deal is created, create a project in Float, and create an onboarding task in Asana.

New Pipedrive deals schedule projects in Float and open onboarding tasks in Asana.

When a Pipedrive deal stage updates, update the project in Float, and update the task in Asana.

Pipedrive stage changes automatically update Float projects and modify corresponding Asana tasks.

Create a task in Float for every Pipedrive deal, and open a review ticket in Asana.

Pipedrive deals generate scheduling tasks in Float and open review tickets in Asana.

If a Pipedrive deal is high priority, create a Float project and create an urgent task in Asana.

High-priority Pipedrive deals automatically spawn Float projects and urgent tracking tasks in Asana.

When a Pipedrive deal is closed won, update the Float project and mark the Asana task complete.

Won Pipedrive deals update Float project timelines and complete tracking tasks in Asana.

Use Gemini to analyse every Pipedrive deal requirement, create a Float project, and create matching subtasks in Asana.

Gemini analyses Pipedrive deal requirements to build Float projects and detailed Asana subtasks.

When a project is created in Float, create a Pipedrive deal, create an Asana task, and notify your team in Slack.

Float projects create Pipedrive deals, open Asana tasks, and post team alerts in Slack.

Create a Pipedrive deal for every new project in Float, and save project files in Google Drive.

Float projects generate Pipedrive deals and establish dedicated project folders in Google Drive.

When a Pipedrive deal is created, create a task in Float, and create a folder in Google Drive.

New Pipedrive deals schedule Float tasks and set up client folders in Google Drive.

When a Pipedrive deal stage changes, update the project in Float, and update the document in Google Drive.

Pipedrive stage updates modify Float projects and update tracking documents in Google Drive.

Create a task in Float for every new Pipedrive lead, and save lead notes in Google Drive.

Pipedrive leads schedule preparatory tasks in Float and store lead documentation in Google Drive.

If a Pipedrive deal matches enterprise tags, create a Float project and upload contracts to Google Drive.

Enterprise Pipedrive deals spawn Float projects and store contract templates in Google Drive.

When a Pipedrive deal is marked won, update the Float project and archive records in Google Drive.

Won Pipedrive deals update Float project statuses and archive related records in Google Drive.

Use Perplexity to research every new Pipedrive deal client, create a project in Float, and save the report in Google Drive.

Perplexity researches Pipedrive clients, schedules Float projects, and saves research reports in Google Drive.

When a project is created in Float, create a Pipedrive deal, save files in Google Drive, and notify your team in Slack.

Float projects create Pipedrive deals, provision Google Drive folders, and alert your team in Slack.

Create a Pipedrive deal for every new project in Float, and track time entries in Toggl.

Float projects generate Pipedrive deals and initialize tracking timers in Toggl.

When a Pipedrive deal is created, create a task in Float, and set up a tracking project in Toggl.

New Pipedrive deals schedule Float tasks and initialize tracking projects in Toggl.

When a Pipedrive deal stage updates, update the project in Float, and log tracked time in Toggl.

Pipedrive stage changes update Float projects and log tracked time summaries in Toggl.

Create a task in Float for every Pipedrive deal, and open a time entry in Toggl.

Pipedrive deals schedule Float tasks and create initial time tracking entries in Toggl.

If a Pipedrive deal is billable, create a Float project and start a Toggl timer.

Billable Pipedrive deals automatically spawn Float projects and active Toggl timers.

When a Pipedrive deal is marked won, update the Float project and generate a Toggl time report.

Won Pipedrive deals update Float project statuses and compile Toggl time reports.

Use Claude to estimate hours for every new Pipedrive deal, create a Float project, and log estimates in Toggl.

Claude estimates hours for Pipedrive deals, sets up Float projects, and logs estimates in Toggl.

When a project is created in Float, create a Pipedrive deal, track time in Toggl, and notify your team in Slack.

Float projects create Pipedrive deals, initialize Toggl tracking, and alert your team in Slack.

Create a Pipedrive deal for every new project in Float, and create an invoice in Xero.

Float projects generate Pipedrive deals and draft corresponding invoices in Xero.

When a Pipedrive deal is created, create a task in Float, and create a contact in Xero.

New Pipedrive deals schedule Float tasks and register customer contacts in Xero.

When a Pipedrive deal stage changes, update the project in Float, and update the invoice status in Xero.

Pipedrive stage updates modify Float projects and update invoice statuses in Xero.

Create a task in Float for every Pipedrive deal, and set up a billing draft in Xero.

Pipedrive deals schedule Float tasks and prepare billing drafts in Xero.

If a Pipedrive deal is enterprise tier, create a Float project and create an enterprise invoice in Xero.

Enterprise Pipedrive deals automatically spawn Float projects and high-tier invoices in Xero.

When a Pipedrive deal is closed won, update the Float project and mark the Xero invoice paid.

Won Pipedrive deals update Float project statuses and mark corresponding Xero invoices paid.

Use ChatGPT to calculate billing items for every Pipedrive deal, create a Float project, and create an invoice in Xero.

ChatGPT calculates billing items for Pipedrive deals, creates Float projects, and generates Xero invoices.

When a project is created in Float, create a Pipedrive deal, create an invoice in Xero, and notify your finance team in Slack.

Float projects create Pipedrive deals, generate Xero invoices, and alert finance teams in Slack.

Supported triggers and actions for Float and Pipedrive

Mix and match to build the exact automation you need

Float Triggers & Actions

Task is created in Float

Triggers the automation when a new task is created

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Logged time is created in Float

Triggers the automation when a log time is created

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Logged time is updated in Float

Triggers the automation when a log time is modified

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Person is created in Float

Triggers the automation when a new person is created

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Project is created in Float

Triggers the automation when a new project is created

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Client is created in Float

Triggers the automation when a new client is created

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Time off is created in Float

Triggers the automation when a time off is created

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Department is created in Float

Triggers the automation when a new department is created

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Pipedrive Triggers & Actions

Instant

Project is created in Pipedrive

Triggers the automation when a new Project is added

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Instant

Project is updated in Pipedrive

Triggers the automation when a Project is updated

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Instant

Project is deleted in Pipedrive

Triggers the automation when a Project is deleted

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Instant

Activity is created in Pipedrive

Triggers the automation when a new activity is created

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Instant

Activity is updated in Pipedrive

Triggers the automation when an activity is updated

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Activity matches filter in Pipedrive

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Instant

Deal is created in Pipedrive

Triggers the automation when a deal is created

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Instant

Deal is updated in Pipedrive

Triggers the automation when a deal is updated

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Deal matches filter in Pipedrive

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Instant

Deal stage is updated in Pipedrive

Triggers the automation when a deal stage is updated

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Instant

Lead is created in Pipedrive

Triggers the automation when a new lead is created

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Instant

Lead is updated in Pipedrive

Triggers the automation when a new lead is created

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Instant

Note is created in Pipedrive

Triggers the automation when a new note is created

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Instant

Note is updated in Pipedrive

Triggers the automation when a note is updated

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Instant

Organization is created in Pipedrive

Triggers the automation when a new organization is created

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Instant

Organization is updated in Pipedrive

Triggers the automation when any organization's profile is modified

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Organization matches filter in Pipedrive

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Instant

Person is created in Pipedrive

Triggers the automation when a new person is created

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Instant

Person is updated in Pipedrive

Triggers the automation when a person's profile is updated

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Person matches filter in Pipedrive

Triggers the automation when a person matches a specified filter

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Instant

Product is added in Pipedrive

Triggers the automation when a new product is added

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Instant

Product is deleted in Pipedrive

Triggers the automation when a product is deleted

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Instant

Product is updated in Pipedrive

Triggers the automation when a product is updated

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Create activity in Pipedrive

Generates a new activity or task

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Update activity in Pipedrive

Updates the activity with the latest information

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Get activity by id in Pipedrive

Retrieves details of an activity using ID

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Delete activity in Pipedrive

Deletes an activity

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Create deal in Pipedrive

Generates a new deal

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Update deal in Pipedrive

Updates deal information based on new criteria or changes

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Search deal in Pipedrive

Searches for a deal

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Get deal by id in Pipedrive

Retrieves a deal by its id

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Convert deal to lead in Pipedrive

Converts a deal into a lead

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Get deal conversion status in Pipedrive

Retrieves the conversion status of a deal

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Add product to deal in Pipedrive

Adds selected product to a deal

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Get products of deal in Pipedrive

Retrieves products associated with a deal

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Add participant to deal in Pipedrive

Adds a participant to a deal

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Get Participants by Deal Id in Pipedrive

Retrieves participants associated with a deal id

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Create lead in Pipedrive

Generates new leads for potential customers

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Convert lead to deal in Pipedrive

Converts a lead into a deal

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Get lead conversion status in Pipedrive

Retrieves the conversion status of a lead

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Search lead in Pipedrive

Searches for a lead

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Delete deal in Pipedrive

Deletes a deal

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Create organization in Pipedrive

Generates a new organization

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Update organization in Pipedrive

Updates organization information

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Search organization in Pipedrive

Finds and retrieves information about a organization

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Get organization by id in Pipedrive

Retrieves details of an organization using ID

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Delete organization in Pipedrive

Deletes an organization

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Create person in Pipedrive

Generates a new person

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Update person in Pipedrive

Updates the information of a person

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Search person in Pipedrive

Retrieves information about a person

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Get person by id in Pipedrive

Retrieves a person's information by their id

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Delete person in Pipedrive

Deletes a person

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Create product in Pipedrive

Generates and launch new products

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Update product in Pipedrive

Updates product information

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Search product in Pipedrive

Searches for a product

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Get product by id in Pipedrive

Retrieves product information using its id

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Get product variations in Pipedrive

Retrieves variations of a product

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Delete product in Pipedrive

Deletes a product

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Add follower in Pipedrive

Increase your follower count

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Create note in Pipedrive

Creates a new note in the particular format

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Update note in Pipedrive

Updates a note with new information

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Search note in Pipedrive

Searches for a note

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Attach file in Pipedrive

Uploads and save the selected file to a task

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Get user by id in Pipedrive

Retrieves user information using their id

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Search user by email in Pipedrive

Searches for a user using email address

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Search user by name in Pipedrive

Searches for a user using the name

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What can you automate with Float + Pipedrive?

Connect your resource scheduling and CRM to handle project creation, deal updates, and team notifications automatically.

Get Started For Free

🔄

Sync new projects and deals automatically

Create a Pipedrive deal whenever a new project is scheduled in Float, or generate a Float project the moment a deal is closed in Pipedrive. Keep your sales pipeline and resource schedules perfectly aligned without lifting a finger.

📋

Capture every custom field and detail

Map all submitted project descriptions, client budgets, and deal values across both platforms instead of just basic names. Your records remain comprehensive and ready for review.

🔔

Alert your team the moment things happen

Send instant notifications to your sales or delivery channels in Slack as soon as project statuses change or deals close. Keep all relevant team members informed in real time.

🔀

Route records based on submitted criteria

Apply conditional logic to handle enterprise deals differently from standard requests, routing high-priority projects to dedicated teams automatically.

⏱️

Keep project timelines updated as deals change

Automatically update task statuses and project timelines in Float whenever deal stages shift in Pipedrive. Prevent scheduling conflicts before they occur.

🔍

Search and update instead of creating duplicates

Check for existing client records before creating new entries, updating existing profiles with the latest information to maintain a clean database.

📌

Handle later status changes and milestones

Trigger automated updates when deals are marked won, lost, or moved to final review stages, keeping operational workflows in sync with sales outcomes.

🌐

Extend your workflow to team messaging apps

Connect your core scheduling and CRM flow to Slack, Gmail, or Asana to notify stakeholders and open tracking tasks as part of a single multi-step automation.

And much more...

Who is Float + Pipedrive integration for?

Teams managing resource schedules alongside sales pipelines use this integration to eliminate duplicate data entry and keep operations synchronized.

Operations Directors

Sales Managers

Account Managers

Project Coordinators

Resource Planners

Finance Specialists

📈

Operations Directors

You review scheduling metrics and sales reports every week, but your team's utilisation numbers are always lagging behind actual deal closures because data is manually transferred across tools — with this integration, every new project and deal lands in sync instantly and your performance metrics stay accurate.

⚡

Sales Managers

You need to close deals and immediately hand over client requirements to delivery teams, but resource availability checks happen too late in the cycle and slow down project kickoffs — connecting these apps means every won deal schedules resources instantly and delivery starts without delay.

🤝

Account Managers

You answer to clients who expect immediate project setups and updated CRM records upon signing, but manual handoffs between sales and scheduling cause frustrating delays — automating both apps means client projects and deal statuses update simultaneously.

📊

Project Coordinators

The high volume of incoming client contracts makes it impossible to manually build tasks in your scheduler and CRM without missing key details — this integration means every project and deal record is created and populated automatically.

🎯

Resource Planners

You depend on sales teams to notify you when deals progress, but communication gaps mean you find out about new client work after schedules are already booked — with this integration, deal stage changes update your resource allocations automatically.

📑

Finance Specialists

You need a reliable history of project timelines matched against sales records, but manual record-keeping leaves persistent gaps in your pipeline audit trail — automating these apps ensures every deal and project history is captured without omissions.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Float + Pipedrive

Build and manage your Float + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Float + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Float to Pipedrive?

You can connect Float to Pipedrive in 1 click using ready workflows or ask Integrately AI to build custom automations with Slack, Gmail, and Asana.

Can I automatically create Pipedrive deals from new Float projects?

Can I connect Float, Pipedrive, and Slack?

What is a good Zapier alternative for Float and Pipedrive?

How does Float handle project data during integration?

Can Pipedrive deal stages update project tasks in Float?

Do I need coding skills to automate Float and Pipedrive?

Is the Float and Pipedrive integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Float or Pipedrive With 1500+ Other Apps

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Popular Pipedrive Integrations

Sync Pipedrive with marketing automation, customer support, and invoicing platforms to keep your lead data flowing across your business.

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Float + Pipedrive Integration

Integrate Float to Pipedrive in one click, or tell Integrately AI how you want each project handled. Sync your projects and deals, update client stages, alert your team, and track time automatically.

Trusted by experts at...

Ready Workflows for Float + Pipedrive Integration

Capture projects, organise client details, keep deals updated, alert your team, and track time, all in just one click.

Create Float project from new Pipedrive organization

Create Float task for new Pipedrive deal

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + Pipedrive flow

Keep your team notified in Slack, log details in Google Sheets, and manage tasks across your projects. Pick a combination and activate it in one click.

Supported triggers and actions for Float and Pipedrive

Mix and match to build the exact automation you need

What can you automate with Float + Pipedrive?

Connect your resource scheduling and CRM to handle project creation, deal updates, and team notifications automatically.

Who is Float + Pipedrive integration for?

Teams managing resource schedules alongside sales pipelines use this integration to eliminate duplicate data entry and keep operations synchronized.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Float + Pipedrive

Build and manage your Float + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Float or Pipedrive With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Float + Pipedrive Integration

Integrate Float to Pipedrive in one click, or tell Integrately AI how you want each project handled. Sync your projects and deals, update client stages, alert your team, and track time automatically.

Trusted by experts at...

Ready Workflows for Float + Pipedrive Integration

Capture projects, organise client details, keep deals updated, alert your team, and track time, all in just one click.

Create Float project from new Pipedrive organization

Create Float task for new Pipedrive deal

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + Pipedrive flow

Keep your team notified in Slack, log details in Google Sheets, and manage tasks across your projects. Pick a combination and activate it in one click.

Supported triggers and actions for Float and Pipedrive

Mix and match to build the exact automation you need

What can you automate with Float + Pipedrive?

Connect your resource scheduling and CRM to handle project creation, deal updates, and team notifications automatically.

Who is Float + Pipedrive integration for?

Teams managing resource schedules alongside sales pipelines use this integration to eliminate duplicate data entry and keep operations synchronized.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Float + Pipedrive

Build and manage your Float + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Float or Pipedrive With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click