Connect ProofHub and Pipedrive to Build Intelligent Automations
Choose a Trigger
When this happens...
New Discussion Or Topic Created
New Task Is Added
Task or Subtask Updated
New Project Is Created
Project Updated
New Person Is Added
Person Is Updated
New Todo List Is Created
New Event Or Milestone Is Created
Event Or Milestone Is Updated
New Notebook Is Created
New Note Created
Note Is Updated
New Timesheet Entry Is Created
New Announcement Created
Time Entry Created
New Task or Subtask Created
Choose an Action
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Ready to use ProofHub and Pipedrive automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Discussion Or Topic Created
Runs when new discussion or topic is created
New Task Is Added
Runs when new task is added
Task or Subtask Updated
Runs when a task or subtask is updated or marked completed in ProofHub
New Project Is Created
Runs when New Project Is Created
Project Updated
Runs when a project is updated
New Person Is Added
Runs when New Person Is Added
Do thisActions
Action is the task that follows automatically within your ProofHub integrations.
Create Task
Creates a new task in a specified project.
Create Project
Creates a new project in ProofHub.
Create Comment
Add a comment to a project task or topic.
Update Task
Updates a task or subtask and optionally marks it as complete.
Delete Task
Deletes a task or subtask.
Create Announcement
Create an announcement to notify selected users now or at a scheduled time.
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Step by step guides to integrate ProofHub and Pipedrive
Frequently Asked Questions
To start, connect both your ProofHub and Pipedrive accounts to viaSocket. Once connected, you can set up a workflow where an event in ProofHub triggers actions in Pipedrive (or vice versa).
Absolutely. You can customize how ProofHub data is recorded in Pipedrive. This includes choosing which data fields go into which fields of Pipedrive, setting up custom formats, and filtering out unwanted information.
The data sync between ProofHub and Pipedrive typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ProofHub and Pipedrive. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ProofHub
ProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
Learn MoreAbout Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn More
