Connect and Integrate
Pipedrive with Rocketlane

Connect Pipedrive to Rocketlane and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
Pipedrive and Rocketlane

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Select a trigger in Pipedrive

Choose an event in Pipedrive like “New event in Pipedrive,” to set off your automation.

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Automate an Action in Rocketlane

Connect your Rocketlane account and select an action like “Take action in Rocketlane” to make your work flow.

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Customize the Workflow

Build your Pipedrive - Rocketlane automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Pipedrive and Rocketlane
to Automate these Workflows

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Send emails using Microsoft Outlook for Pipedrive deals meeting certain criteria

Ready to boost productivity? Let Pipedrive + Outlook take over.

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Notify via Outlook for new leads in Pipedrive

Pipedrive and Outlook give you time back—automate your busywork.

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Add all new Freshdesk ticket details as notes in Pipedrive

Transform your workflow with Pipedrive & Freshdesk leading the way.

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Convert Freshsales deals to Rocketlane projects

Double the efficiency—Rocketlane + Freshsales team up for your success.

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About Pipedrive

Pipedrive is a sales-focused customer relationship management (CRM) software that's designed for sales teams to visually manage leads, track sales activities, and close deals. It features robust task management, reporting, and lead generation tools like LeadBooster on a Kanban-style board to track sales progress.
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About Rocketlane

Rocketlane is a collaborative customer onboarding platform/project management platform for Professional Service Automation (PSA) in onboarding, implementation, and services. It unifies project tasks, resources, communication, and customer interactions in one place to manage timelines, automate tasks, handle CSAT reporting, track budgets, and even create reusable templates.
Learn more