Projectworks Pipedrive

Projectworks + Pipedrive Integrations

Put Projectworks + Pipedrive to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Projectworks and Pipedrive below — describe the exact one you want above and the Agent builds it on demand.

Projectworks + Pipedrive When leave statuses are retrieved in Projectworks, update user availability and deal notes in Pipedrive.
Generate project tasks when deals are won When a deal is won in Pipedrive, automatically create a project task in Projectworks to kick off client onboarding. See details
Update CRM deal stages when project tasks complete When a milestone task is completed in Projectworks, automatically update the deal stage in Pipedrive to keep sales reps informed. See details
Log activity in CRM when task comments are added When a comment is added to a client task in Projectworks, automatically log the activity in Pipedrive on the customer record. See details

Browse the full workflow library →

Looking to achieve something else with Projectworks and Pipedrive?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Projectworks and Pipedrive

Everything Projectworks and Pipedrive can do inside a workflow — the triggers that start one and the actions that run when it fires.

Projectworks Explore Projectworks →

Projectworks is a professional services automation platform that manages project management, resourcing, time tracking, and invoicing for service businesses.

Triggers
Get Budgets

Triggers when a user requests a list of budgets.

Get Clients

Triggers when a user requests a list of clients.

Get Custom Fields

Triggers when a user requests a list of Custom Fields

Get Leave Statuses

Triggers when a user requests a list of leave statuses.

Get Offices

Triggers when a user requests a list of offices.

Get Projects

Triggers when a user requests a list of projects.

Actions
Assign Timecode

Assigns a user to a timecode

Create Budget

Creates a Budget

Create Company

Creates a new company

Create Leave

Creates a Leave Entry

Create Project

Creates a Project

Create Timecode

Creates a Timecode

Pipedrive Explore Pipedrive →

Pipedrive is a web-based sales pipeline and CRM tool designed to help sales teams manage leads and deal flows.

Triggers
Activity Matching Filter

Triggers when an activity newly matches a Pipedrive filter for the first time.

New Activity

Triggers when a new activity is created.

Deal Matching Filter

Triggers when a deal newly matches a Pipedrive filter for the first time.

New Deal

Triggers when a new deal is created.

New Lead

Triggers when a lead is created.

New Comments in Notes

Triggers when a new comment is added to a note.

Actions
Add Discount to Deal

Adds a discount to an existing deal.

Add Label to Person

Adds an existing label to an existing person.

Add Product to Deal

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Add Product Variation

Add product variation to a product.

Create Activity

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

Create Deal

Creates a new deal.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Projectworks + Pipedrive

Is there a pre-built Projectworks + Pipedrive automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Projectworks and Pipedrive's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Projectworks or Pipedrive connector?

No. The Agent works whether or not Projectworks or Pipedrive already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Projectworks and Pipedrive help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Pipedrive automatically spin up project tasks?

Yes, when a deal is won or changes stages in Pipedrive, you can instantly create initial project tasks in Projectworks.

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