Starter
Create an item in monday.com when a deal is won in Pipedrive
When a deal is won in Pipedrive, create an item in monday.com.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Steps
- 1
- Client fills in
- 1
- Accounts
- 2
- Starts
- A deal is won in Pipedrive, within seconds
UsesBeta
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- A deal is won
- A deal is marked won, within seconds.
- Create an item
- An item on a board, named. Columns are set on the board’s defaults.
- Starts whenA deal is won
- App stepNamed after the deal
What each client fills in
- monday.com: Board ID
- For example the number in the board’s URL
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.
In the client’s monday.com: avatar → Developers → My access tokens → Show → copy.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Pipedrive, for “A deal is won”
- Connect the client’s monday.com, for “Create an item”
- Fill in monday.com: Board ID (For example the number in the board’s URL)
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