Productive.io + Pipedrive Integration

Integrate Pipedrive to Productive.io in one click, or tell Integrately AI how you want each deal handled. Create tasks, track project budgets, update deal stages, and keep your agency team aligned automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Productive.io
    Contact is created in Productive.io Instant
  • Productive.io
    Contact is updated in Productive.io Instant
  • Productive.io
    Task is created in Productive.io Instant
  • Productive.io
    Task is updated in Productive.io Instant
  • Productive.io
    Task is deleted in Productive.io Instant
  • Productive.io
    Project is created in Productive.io Instant
  • Productive.io
    Project is updated in Productive.io Instant
  • Productive.io
    Deal is created in Productive.io Instant
  • Productive.io
    Deal is updated in Productive.io Instant
  • Productive.io
    Deal is deleted in Productive.io Instant
  • Productive.io
    Booking is created in Productive.io Instant
  • Productive.io
    Booking is updated in Productive.io Instant
  • Productive.io
    Booking is deleted in Productive.io Instant
  • Productive.io
    Budget is created in Productive.io Instant
  • Productive.io
    Budget is updated in Productive.io Instant
  • Productive.io
    Budget is deleted in Productive.io Instant
  • Productive.io
    Expense is created in Productive.io Instant
  • Productive.io
    Expense is updated in Productive.io Instant
  • Productive.io
    Expense is deleted in Productive.io Instant
  • Productive.io
    Invoice is created in Productive.io Instant
  • Productive.io
    Invoice is updated in Productive.io Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted 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.
  • Productive.io
    Update Contact in Productive.io
  • Productive.io
    Search task by title in Productive.io
  • Productive.io
    Update task in Productive.io
  • Productive.io
    Create task in Productive.io
  • Productive.io
    Create company in Productive.io
  • Productive.io
    Search company in Productive.io
  • Productive.io
    Create contact in Productive.io
  • Productive.io
    Search contact in Productive.io
  • Productive.io
    Create booking in Productive.io
  • Productive.io
    Create task list in Productive.io
  • Productive.io
    Upload attachment in Productive.io
  • 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

Trusted by experts at...

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Ready Workflows Ready Workflows for Pipedrive + Productive.io Integration

Create tasks from new deals, track project bookings, update company details, and log expenses, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Productive.io Integration

Create Productive.io task for new Pipedrive deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Productive.io to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Pipedrive? Well now there is!

With our integration between Pipedrive and Productive.io, creating task in Productive.io is now easier than ever. Whenever a deal is created in Pipedrive, you can automatically create a corresponding task in Productive.io to keep your team up-to-date.
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Pipedrive + Productive.io Integration

Create Productive.io task for new Pipedrive person

Pipedrive and Productive.io are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Pipedrive, do you also create a task in Productive.io? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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  • 1of1
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 Pipedrive + Productive.io flow

Connect task management, communication, and reporting tools to extend your agency workflows. Pick a combination and activate it in one click.

Productive.io
Pipedrive

Supported triggers and actions for Productive.io and Pipedrive

Mix and match to build the exact automation you need

Productive.io
Productive.io Triggers & Actions
Instant
Contact is created in Productive.io
Triggers the automation when a new contact is created
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Instant
Contact is updated in Productive.io
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Instant
Task is created in Productive.io
Triggers the automation when a new task is created
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Instant
Task is updated in Productive.io
Triggers the automation when any task is updated
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Instant
Task is deleted in Productive.io
Triggers the automation when a task is deleted
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Instant
Project is created in Productive.io
Triggers the automation when a new project is created
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Instant
Project is updated in Productive.io
Triggers the automation when a project is updated
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Instant
Deal is created in Productive.io
Triggers the automation when a deal is created
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Instant
Deal is updated in Productive.io
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Productive.io
Triggers the automation when a deal is deleted
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Instant
Booking is created in Productive.io
Triggers the automation when a new booking is created
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Instant
Booking is updated in Productive.io
Triggers the automation when a booking is updated
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Instant
Booking is deleted in Productive.io
Triggers the automation when a booking is deleted
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Instant
Budget is created in Productive.io
Triggers the automation when a budget is created
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Instant
Budget is updated in Productive.io
Triggers the automation when the budget is updated
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Instant
Budget is deleted in Productive.io
Triggers the automation when a budget is deleted
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Instant
Expense is created in Productive.io
Triggers the automation when a new expense is added
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Instant
Expense is updated in Productive.io
Triggers the automation when an expense is modified
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Instant
Expense is deleted in Productive.io
Triggers the automation when any expense is deleted
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Instant
Invoice is created in Productive.io
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Productive.io
Triggers the automation when an invoice is updated
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Update Contact in Productive.io
Updates the contact details
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Search task by title in Productive.io
Retrieves tasks based on the specified search criteria
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Update task in Productive.io
Updates the task details
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Create task in Productive.io
Creates a new task
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Create company in Productive.io
Generates a new company profile with given details
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Search company in Productive.io
Finds information about a company
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Create contact in Productive.io
Adds a new contact to the database
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Search contact in Productive.io
Finds and retrieves contact information
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Create booking in Productive.io
Schedule and confirm a booking request
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Create task list in Productive.io
Creates a new task list
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Upload attachment in Productive.io
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Pipedrive
Pipedrive Triggers & Actions
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
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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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
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
Try it →
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 Pipedrive + Productive.io?

Connect your sales pipeline to agency operations by automating tasks, contacts, deals, and project tracking.

What you can automate?
💼
Create tasks from new Pipedrive deals
Automatically generate a new task or project in Productive.io the moment a deal is created or updated in Pipedrive. Bridge your sales pipeline and agency delivery seamlessly.
📝
Capture every deal and contact field
Map all available Pipedrive deal notes, custom fields, and organization details directly into Productive.io tasks and company profiles without manual copying.
🔔
Notify project teams instantly
Alert your agency staff in real time whenever a high-value Pipedrive deal is won or updated, ensuring immediate project kickoff.
🔀
Route deals based on criteria
Trigger specific Productive.io task lists or bookings depending on the deal value, product type, or organization category selected in Pipedrive.
🔄
Sync changes across platforms
Update Productive.io tasks and company details automatically whenever corresponding deals, persons, or notes are modified in Pipedrive.
🔍
Search and update existing records
Search for existing contacts or companies in Productive.io before creating new ones, preventing duplicate entries when Pipedrive deals update.
📊
Manage bookings and budget updates
Adjust project budgets, update task statuses, or log bookings in Productive.io when Pipedrive deal stages shift to won or lost.
🔗
Extend flows to external tools
Trigger multi-step pipelines where Pipedrive and Productive.io events coordinate notifications, spreadsheets, or billing updates across your stack.
And much more...

Who is Pipedrive + Productive.io integration for?

Agency owners, project managers, and sales teams who need to connect sales pipelines directly to project delivery and profitability tracking.

Agency executives
Agency executives
Sales managers
Sales managers
Account directors
Account directors
Operations coordinators
Operations coordinators
Project managers
Project managers
Finance specialists
Finance specialists
📊
Agency executives
You review revenue reports and project margins in Productive.io, but sales data from Pipedrive only arrives after someone manually exports records, so your financial forecasts are always outdated — with this integration, every new deal updates your agency figures instantly and your reporting stays accurate.
Sales managers
You need to hand won deals over to project teams immediately, but manual handoffs cause delays that frustrate new clients before work even starts — with this integration, every won deal creates a project task in Productive.io automatically and your team begins work right away.
🤝
Account directors
You manage client expectations across sales and delivery, but tracking deal progress alongside project tasks requires constant cross-referencing between platforms — with this integration, every Pipedrive update reflects in Productive.io instantly and your client communication remains completely aligned.
📈
Operations coordinators
You manage dozens of active client accounts and incoming deals every week, but manually copying contact details into project tools leads to missed entries and errors — with this integration, every new Pipedrive contact populates Productive.io without manual entry.
📋
Project managers
You depend on sales reps to pass over accurate project briefs, but crucial deal requirements often get lost between Pipedrive notes and task assignments — with this integration, every deal detail flows directly into Productive.io tasks so nothing gets missed.
📁
Finance specialists
You audit agency billings and project budgets, but disconnected CRM records and invoicing tools leave audit gaps that complicate financial reviews — with this integration, every Pipedrive deal links cleanly to Productive.io budgets and your historical audit trails remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Productive.io + Pipedrive

Build and manage your Productive.io + 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 Productive.io + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Pipedrive to Productive.io?
Frequently Asked Questions
You can connect Pipedrive to Productive.io in 1 click using ready workflows or by describing your workflow to Integrately AI.
Can I automatically create a Productive.io task when a new Pipedrive deal is created?
Frequently Asked Questions
Can I connect Pipedrive, Productive.io, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and Productive.io?
Frequently Asked Questions
How do Pipedrive deal updates sync with Productive.io?
Frequently Asked Questions
How does Productive.io handle contact and task updates from Pipedrive?
Frequently Asked Questions
Can I automate Pipedrive and Productive.io without coding?
Frequently Asked Questions
Is the Pipedrive and Productive.io integration free?
Frequently Asked Questions
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