Pipedrive and Monday.com?

Jan Visser_342
Jan Visser_342 Member Posts: 70
First Comment
edited July 2023 in Sales CRM #1

Anyone using PD with Monday.com for post-sale/implementation planning/project management?

What does your workflow look like?

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Comments

  • Bertrand Dodane
    Bertrand Dodane Member Posts: 5
    edited February 2022 #2

    Yes Jan, we use Piledrive with Monday.com. When a deal is created in PD, we have an automation to add an item in Monday. So when the deal is won, it’s easy to create the project in Monday with just one automation.

  • Jan Visser_342
    Jan Visser_342 Member Posts: 70
    First Comment
    edited April 2020 #3
    Bertrand Dodane said:

    Yes Jan, we use Piledrive with Monday.com. When a deal is created in PD, we have an automation to add an item in Monday. So when the deal is won, it’s easy to create the project in Monday with just one automation.

    Thanks @Bertrand Dodane - if I may ask, what columns do you maintain on the monday.com side? Do you transfer values from the deal to monday.com?

  • Bertrand Dodane
    Bertrand Dodane Member Posts: 5
    edited April 2020 #4
    Bertrand Dodane said:

    Yes Jan, we use Piledrive with Monday.com. When a deal is created in PD, we have an automation to add an item in Monday. So when the deal is won, it’s easy to create the project in Monday with just one automation.

    Yes we transfer value, deal name, contact name & 1 personalized field (offer number).

    Integration is for now too limited at monday side.

  • Jan Visser_342
    Jan Visser_342 Member Posts: 70
    First Comment
    edited April 2020 #5
    Bertrand Dodane said:

    Yes Jan, we use Piledrive with Monday.com. When a deal is created in PD, we have an automation to add an item in Monday. So when the deal is won, it’s easy to create the project in Monday with just one automation.

    Is this for administrative (non-sales) staff?

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