Kanban Tool + Pipedrive Integration

Integrate Kanban Tool to Pipedrive in one click, or tell Integrately AI how you want each deal handled. Keep your project boards updated, create tasks, sync deal details, and alert your team automatically.

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1.
  • Kanban Tool
    Task is created in Kanban Tool
  • Kanban Tool
    Task is moved in Kanban Tool
  • Kanban Tool
    Task is updated in Kanban Tool
  • Kanban Tool
    Task is archived in Kanban Tool
  • Kanban Tool
    Checklist item is created in Kanban Tool
  • Kanban Tool
    Board is created in Kanban Tool
  • Kanban Tool
    Swimlane is created in Kanban Tool
  • Kanban Tool
    Card type is created in Kanban Tool
  • Kanban Tool
    Workflow stage is created in Kanban Tool
  • Kanban Tool
    Comment is created in Kanban Tool
  • Kanban Tool
    Activity is created on board in Kanban Tool
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.
  • Kanban Tool
    Create task in Kanban Tool
  • Kanban Tool
    Move task in Kanban Tool
  • Kanban Tool
    Delete task in Kanban Tool
  • Kanban Tool
    Search task in Kanban Tool
  • Kanban Tool
    Get task details in Kanban Tool
  • Kanban Tool
    Archive task in Kanban Tool
  • Kanban Tool
    Update task in Kanban Tool
  • Kanban Tool
    Create checklist item in Kanban Tool
  • Kanban Tool
    Complete checklist item in Kanban Tool
  • Kanban Tool
    Delete checklist item in Kanban Tool
  • Kanban Tool
    Create comment in Kanban Tool
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for Kanban Tool + Pipedrive Integration

Create tasks from new deals, update deal stages, sync project boards, and keep your teams aligned, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Kanban Tool Integration

Create Kanban Tool checklist for new Pipedrive deal

If you're using Pipedrive and Kanban Tool to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Pipedrive, a checklist will automatically be created in Kanban Tool.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Pipedrive and Kanban Tool accounts and start creating deal!
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Pipedrive + Kanban Tool Integration

Create Kanban Tool checklist for new Pipedrive person

When you create a new person in Pipedrive, this automation will automatically create a related checklist in Kanban Tool. This makes it easy to track the progress of your person's information and keep everything organized.

You can customize your Kanban Tool board however you like, and add as many tasks as needed to track the progress of your person's information. Stay organized and efficient with Pipedrive and Kanban Tool!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Kanban Tool + Pipedrive flow

Connect messaging, email, scheduling, and document management tools to extend your automation pipeline. Pick a combination and activate it in one click.

Kanban Tool
Pipedrive
+
SlackSlack (4)
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
P
K
S
Create a Kanban Tool task for every new Pipedrive deal, and notify your sales team in Slack.
New Pipedrive deals automatically generate a task in Kanban Tool while notifying your sales channel in Slack, ensuring no lead slips through the cracks.
K
P
S
When a Kanban Tool task is created, update the matching Pipedrive deal and post an alert in Slack.
New Kanban Tool tasks update your Pipedrive deals instantly and notify your team in Slack, keeping everyone informed of project progress.
K
P
S
When a Kanban Tool task moves to a new stage, update the Pipedrive deal stage and notify your team in Slack.
Task progress in Kanban Tool automatically updates Pipedrive deal stages and notifies your team in Slack, eliminating manual tracking.
P
K
S
When a Pipedrive deal is marked won, archive the Kanban Tool task and announce the win in Slack.
Won Pipedrive deals automatically archive related Kanban Tool tasks and post celebratory announcements in Slack.

Supported triggers and actions for Kanban Tool and Pipedrive

Mix and match to build the exact automation you need

Kanban Tool
Kanban Tool Triggers & Actions
Task is created in Kanban Tool
Triggers the automation when a new task is created
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Task is moved in Kanban Tool
Triggers the automation when a task is moved with
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Task is updated in Kanban Tool
Triggers the automation when any task is updated
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Task is archived in Kanban Tool
Triggers the automation when any task is archived
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Checklist item is created in Kanban Tool
Triggers the automation when a new checklist item is created
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Board is created in Kanban Tool
Triggers the automation when a new board is created
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Swimlane is created in Kanban Tool
Triggers the automation when a new swimlane is created
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Card type is created in Kanban Tool
Triggers the automation when a new type of card is created
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Workflow stage is created in Kanban Tool
Triggers the automation when a workflow stage is created
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Comment is created in Kanban Tool
Triggers the automation when a new comment is created
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Activity is created on board in Kanban Tool
Triggers the automation when any activity is created in the particular board
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Create task in Kanban Tool
Creates a new task
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Move task in Kanban Tool
Transfer the task to a new location
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Delete task in Kanban Tool
Removes a particular task
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Search task in Kanban Tool
Searches for a task
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Get task details in Kanban Tool
Retrieves details about a task from the designated source
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Archive task in Kanban Tool
Move completed tasks to a designated archive folder
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Update task in Kanban Tool
Updates the task with new information or changes
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Create checklist item in Kanban Tool
Generates a checklist item in a particular checklist
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Complete checklist item in Kanban Tool
Mark checklist item as complete
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Delete checklist item in Kanban Tool
Removes an item from a checklist
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Create comment in Kanban Tool
Generates a new comment
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with Kanban Tool + Pipedrive?

Connect your sales pipeline and project boards to eliminate manual handoffs and keep every team member aligned.

What you can automate?
🔄
Sync Pipedrive deals with Kanban Tool tasks
Automatically create a task in Kanban Tool whenever a new deal is created in Pipedrive. Bridge your sales pipeline and project management board effortlessly.
📝
Capture every custom field and note
Transfer detailed deal descriptions, values, and notes from Pipedrive straight into Kanban Tool task descriptions so your team has complete context.
🔔
Alert your team instantly on updates
Notify team members via Slack or email the moment a deal stage changes or a project task is completed, ensuring rapid response times.
🔀
Route tasks based on deal value
Set up conditional workflows that create high-priority tasks in Kanban Tool for enterprise deals while assigning standard tasks for smaller accounts.
⏱️
Keep project stages and deal phases aligned
Automatically update Pipedrive deal stages when matching tasks move across workflow columns in Kanban Tool, maintaining total visibility.
🔍
Search and update existing records
Prevent duplicate entries by searching for existing tasks and updating them when corresponding deal updates occur in Pipedrive.
🏁
Handle completed or won deals automatically
Archive Kanban Tool tasks and close out project boards the moment a Pipedrive deal is marked won, keeping your workspace clean.
🌐
Extend your workflow with Slack
Connect your core automation to Slack to broadcast major deal wins and task milestones to your entire organisation instantly.
And much more...

Who is Kanban Tool + Pipedrive integration for?

Sales managers, project coordinators, and operations teams who need to connect deal pipelines with visual project management without manual data entry.

Sales operations managers
Sales operations managers
Account executives
Account executives
Client success leads
Client success leads
Operations directors
Operations directors
Project coordinators
Project coordinators
Business analysts
Business analysts
📈
Sales operations managers
You're tracking deal progression in Pipedrive while project teams manage deliverables in Kanban Tool, but your pipeline reports never match actual board progress because manual updates lag behind — with this integration, every deal stage change updates tasks instantly and your metrics stay accurate.
Account executives
You close deals in Pipedrive and need project setup to begin immediately, but handoffs get delayed while waiting for someone to manually create tasks — with this integration, every new deal generates a Kanban Tool task automatically so project onboarding starts without delay.
🤝
Client success leads
You answer client inquiries about project milestones, but your CRM and project boards are out of sync, leaving you scrambling for updates — with this integration, task completions in Kanban Tool update Pipedrive deals automatically so you always have accurate answers.
📊
Operations directors
Your team handles high volumes of incoming client requests, and manual data entry between Pipedrive and Kanban Tool causes constant bottlenecks — with this integration, every record syncs seamlessly across both platforms so your team can focus on execution.
📋
Project coordinators
You rely on sales reps to hand over client details from Pipedrive before you can build project boards in Kanban Tool, resulting in missing information — with this integration, all deal data transfers into tasks instantly upon creation.
🔍
Business analysts
You audit sales and project timelines, but finding gaps between deal closure dates and task creation timestamps is tedious and error-prone — with this integration, you maintain a reliable, automated history across your entire workflow.
Our team

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Why choose Integrately to automate Kanban Tool + Pipedrive

Build and manage your Kanban Tool + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Kanban Tool + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kanban Tool to Pipedrive?
Frequently Asked Questions
You can connect Kanban Tool to Pipedrive in 1 click using ready automation templates on Integrately, or use Integrately AI to build custom workflows linking Slack, Gmail, Calendly, and 1,500+ other apps.
Can I automatically create Kanban Tool tasks when a Pipedrive deal is created?
Frequently Asked Questions
Can I connect Kanban Tool, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kanban Tool and Pipedrive?
Frequently Asked Questions
How does Kanban Tool handle task updates in this integration?
Frequently Asked Questions
How does Pipedrive sync deal stage changes with Kanban Tool?
Frequently Asked Questions
Do I need coding skills to automate Kanban Tool and Pipedrive?
Frequently Asked Questions
Is the Kanban Tool and Pipedrive integration free?
Frequently Asked Questions
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