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Start onboarding when a Pipedrive deal is won
When a Pipedrive deal is won, creates a ClickUp onboarding task due in 3 days and cheers the win in Slack.
On deal won in Pipedrive3 apps3 steps
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1PipedriveDeal won triggerStarts when a deal is marked won.
- 2ClickUpCreate taskCreates the onboarding task, due 3 days from the win.
- 3SlackSend messageTells the team about the win and links the task.
How it works
What happens on each run, in plain English.
A won deal is only half the job: someone has to start onboarding. When a deal is marked won in Pipedrive, this creates a ClickUp task to kick off onboarding, due in 3 days, with the deal's title and value in its description.
The team is then told in Slack, with the deal and a link to the task, so the win is celebrated and the next step is owned.
pipedriveclickupslackonboarding
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