Process Street + Pipedrive Integration
Integrate Pipedrive to Process Street in one click, or tell Integrately AI how you want each deal handled. Trigger workflow runs, assign onboarding tasks, update your CRM, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Task is ready in Process Street Instant- Data Set record is created in Process Street Instant
- Data Set record is updated in Process Street Instant
- Data Set record is deleted in Process Street Instant
- Workflow run is created in Process Street Instant
- Workflow run is completed in Process Street Instant
- Task is checked/unchecked in Process Street Instant
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
2.
- Unassign User from Run Workflow in Process Street
- Assign User to Run Workflow in Process Street
- List Run Workflow Assignees in Process Street
- Search Run Workflows in Process Street
- Update Run workflow in Process Street
- List Tasks in Process Street
- Assign Task to User in Process Street
- List Task Assignees in Process Street
- Delete Data Set Record in Process Street
- Create Data Set Record in Process Street
- Delete Comment in Process Street
- Update Comment in Process Street
- Create Task Comment in Process Street
- List Comments in Process Street
- Unassign Task from User in Process Street
- Update Task in Process Street
- List Run Workflow Approvals in Process Street
- Approve or Reject Task in Process Street
- Run workflow in Process Street
- Create activity in Pipedrive
- Update activity in Pipedrive
- Get activity by id in Pipedrive
- Delete activity in Pipedrive
- Create deal in Pipedrive
- Update deal in Pipedrive
- Search deal in Pipedrive
- Get deal by id in Pipedrive
- Convert deal to lead in Pipedrive
- Get deal conversion status in Pipedrive
- Add product to deal in Pipedrive
- Get products of deal in Pipedrive
- Add participant to deal in Pipedrive
- Get Participants by Deal Id in Pipedrive
- Create lead in Pipedrive
- Convert lead to deal in Pipedrive
- Get lead conversion status in Pipedrive
- Search lead in Pipedrive
- Delete deal in Pipedrive
- Create organization in Pipedrive
- Update organization in Pipedrive
- Search organization in Pipedrive
- Get organization by id in Pipedrive
- Delete organization in Pipedrive
- Create person in Pipedrive
- Update person in Pipedrive
- Search person in Pipedrive
- Get person by id in Pipedrive
- Delete person in Pipedrive
- Create product in Pipedrive
- Update product in Pipedrive
- Search product in Pipedrive
- Get product by id in Pipedrive
- Get product variations in Pipedrive
- Delete product in Pipedrive
- Add follower in Pipedrive
- Create note in Pipedrive
- Update note in Pipedrive
- Search note in Pipedrive
- Attach file in Pipedrive
- Get user by id in Pipedrive
- Search user by email in Pipedrive
- Search user by name in Pipedrive
Trusted by experts at...
Ready Workflows for Process Street + Pipedrive Integration
Create workflow runs from new deals, assign tasks, update your CRM records, alert your team, and track progress, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Pipedrive + Process Street flow
Streamline client handoffs by syncing CRM records and workflow tasks with communication channels, shared files, and scheduling tools. Pick a combination and activate it in one click.
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Hubspot (5)
Hubspot (5) +
Asana (4)
Asana (4) +
Slack (4)
Slack (4) +
Gmail (3)
Gmail (3) +
Google Drive (3)
Google Drive (3) +
Calendly (3)
Calendly (3) P
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Create a Process Street workflow run when a Pipedrive deal is created, and add a contact in Hubspot
New Pipedrive deals instantly start a Process Street workflow run and create a matching contact in Hubspot without manual data entry.
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When a Pipedrive deal is updated, update the run workflow in Process Street and update the contact in Hubspot
Deal updates in Pipedrive automatically propagate to Process Street workflows and Hubspot contacts in real time.
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If a Pipedrive deal stage is updated, run a workflow in Process Street and create a deal in Hubspot
Stage changes in Pipedrive trigger specific Process Street workflows and log corresponding deals in Hubspot.
P
C
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Use ChatGPT to analyze Pipedrive deal notes, run a Process Street workflow, and create a Hubspot deal
ChatGPT analyzes Pipedrive notes to initiate tailored Process Street workflows and update Hubspot records.
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When a Pipedrive activity is created, update the run workflow in Process Street and send an email via Hubspot
New activities in Pipedrive update active Process Street workflows and trigger outbound Hubspot emails.
Supported triggers and actions for Process Street and Pipedrive
Mix and match to build the exact automation you need
Process Street Triggers & Actions
Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
Try it → Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
Try it → Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
Try it → Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
Try it → Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
Try it → Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
Try it → Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → What can you automate with Pipedrive + Process Street?
Streamline your sales pipeline and operational workflows with robust automated connections.
🚀
Trigger workflow runs from new sales deals
Automatically start a Process Street workflow run the exact moment a new deal is created in Pipedrive, eliminating manual handover steps.
📋
Capture every custom deal field and note
Map all submitted deal attributes, notes, and activity details directly into your Process Street workflow fields for complete data transfer.
🔔
Alert your team instantly on communication channels
Send automated notifications to your team in Slack or email the moment a deal stage changes or a workflow milestone is reached.
🔀
Route workflows based on deal values and categories
Trigger different checklist runs depending on deal size, industry tags, or specific stages selected in your Pipedrive pipeline.
🔄
Keep records updated as deal details change
Automatically update active workflow runs and tasks whenever sales reps modify deal information or stage parameters in Pipedrive.
🔍
Search and match existing records to prevent duplicates
Lookup existing contacts and organizations before creating new entries to keep your CRM and workflow databases clean.
✅
Update CRM statuses when workflow tasks are completed
Mark Pipedrive deals as won or update their pipeline stage automatically the moment checklist runs finish in Process Street.
🔗
Extend flows to project management and support tools
Connect your core automation to Asana, HubSpot, or Google Drive to keep cross-functional teams synchronized on every client project.
And much more...
Who is Pipedrive + Process Street integration for?
Sales managers, account executives, and operations directors handling client onboarding rely on this integration to eliminate manual data entry between CRM pipelines and standard operating procedures.
Sales directors
Account executives
Customer success leads
Operations managers
Sales operations specialists
Project coordinators
📈
Sales directors
You rely on deal metrics to forecast quarterly revenue, but manual updates between CRM stages and operational checklists mean your reports are always lagging behind — automating both apps means every deal status syncs instantly and your pipeline numbers stay accurate.
⚡
Account executives
You need to initiate client onboarding the moment a deal closes, but transferring details into standard operating procedures by hand slows down your handoffs — with this integration, every new deal triggers the exact workflow run instantly without delays.
🤝
Customer success leads
Your clients expect prompt kickoff calls after signing, but missing task assignments between systems causes frustrating delays in project delivery — this integration means every workflow task is assigned automatically the moment a deal is won.
📊
Operations managers
Volume spikes during peak seasons make manual task creation impossible to keep up with, leading to dropped steps in your onboarding checklists — automating both apps means high deal volumes generate checklist runs instantly without human error.
🔄
Sales operations specialists
You depend on upstream CRM data to trigger downstream fulfillment, but desynchronized records create friction between sales and delivery teams — connecting these apps means pipeline changes update every operational workflow run in real time.
📝
Project coordinators
You need a complete audit history of client deliverables, but manual note-taking leaves dangerous gaps in project tracking records — this integration means every status update and task completion is logged automatically across platforms.
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 Process Street + Pipedrive
Build and manage your Process Street + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Process Street + 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Process Street + Pipedrive Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Pipedrive to Process Street?
You can connect Pipedrive to Process Street using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build your custom multi-step workflow alongside apps like Slack and Hubspot.
Can I automatically start a Process Street workflow run when a Pipedrive deal is created?
Can I connect Pipedrive, Process Street, and Slack?
What is a good Zapier alternative for Pipedrive and Process Street?
How does Pipedrive deal data transfer to Process Street?
Can completed Process Street workflows update Pipedrive deal stages?
Do I need coding skills to automate Pipedrive and Process Street?
Is the Pipedrive and Process Street integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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