PipelineDeals + Projectplace Integration

Connect PipelineDeals to Projectplace - Automate your workflows in 1-click

Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Projectplace automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s PipelineDeals + Projectplace integration.

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Ready Workflows For PipelineDeals + Projectplace Integration

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Create Projectplace card for new PipelineDeals person

PipelineDeals + Projectplace Integration

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PipelineDeals + Projectplace Integration

Person is created in PipelineDeals
Triggers the automation whenever a new person is created
Instant
Company is created in PipelineDeals
Triggers the automation whenever a new company is created
Instant
Deal is created in PipelineDeals
Triggers the automation whenever a deal is created
Instant
Deal status is changed in PipelineDeals
Triggers the automation whenever the deal status is changed
Instant
Deal is moved in PipelineDeals
Triggers the automation whenever a deal is moved with
Instant
Card is created in Projectplace
Triggers the automation whenever a card is archived
Card is moved to done/last column in Projectplace
Triggers the automation whenever a card is moved to the final stage of a board

Create Deal in PipelineDeals
Automatically generates a new deal with
Update Deal in PipelineDeals
Automatically updates deal information based on new criteria or changes
Create Person in PipelineDeals
Automatically generates a new person
Update Person in PipelineDeals
Automatically updates the information of a person
Create Company in PipelineDeals
Automatically generates a new company profile with given details
Update Company in PipelineDeals
Automatically updates company information
Search company in PipelineDeals
Automatically find information about a company
Search deal in PipelineDeals
Automatically retrieves and find a deal
Create Task in PipelineDeals
Automatically creates a new task
Create Activity (Note) in PipelineDeals
Automatically creates a new activity with a note
Create card in Projectplace
Automatically generates a new card for a task
Create a card on an existing activity in Projectplace
Automatically creates a new card on an existing activity
Search card by name in Projectplace
Automatically searches for a card using its name
Add reported time to a card in Projectplace
Automatically record reported time on the card for tracking and accountability
Create board in Projectplace
Automatically generates a new board
Create project in Projectplace
Automatically creates a new project

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate PipelineDeals & Projectplace In 1 Click
And Save Time & Money Both

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You Can Also Connect PipelineDeals or Projectplace With 1200+ Other Apps

PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!

See PipelineDeals Integrations

Projectplace is a smart cloud-based project management solution. With features like task boards, time tracking, document sharing, video conferencing and screen sharing Projectplace is the perfect addition to any team's workflow.

See Projectplace Integrations