Connect and Integrate
Pipedrive with Rocketlane
Connect Pipedrive to Rocketlane and watch how much smoother your workflows can become with automation.
Easy Steps to Connect
Pipedrive and Rocketlane
Select a trigger in Pipedrive
Choose an event in Pipedrive like “New event in Pipedrive,” to set off your automation.
Automate an Action in Rocketlane
Connect your Rocketlane account and select an action like “Take action in Rocketlane” to make your work flow.
Customize the Workflow
Build your Pipedrive - Rocketlane automations the way you want with an easy-to-use workflow builder tools that suits your needs.
Here's Some Easy Pipedrive Automations
and Rocketlane Automations to Try!
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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