Connect Pipedrive and Motion to unlock the power of automation
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Set up your first integration
Quickly connect Pipedrive to Motion with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pipedrive with Motion - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Create Project" in Motion.
You’re connected!
Zapier seamlessly connects Pipedrive and Motion, automating your workflow.
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Frequently Asked Questions about Pipedrive + Motion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Motion
How can Pipedrive be integrated with Motion using our platform?
To integrate Pipedrive with Motion, you'll need to set up a 'zap' between the two apps on our platform. First, choose Pipedrive as the trigger app and select a specific event that will kick off the automation, such as 'New Deal' or 'Updated Contact.' Then, choose Motion as the action app and define what should happen in Motion when the triggering event occurs in Pipedrive.
What types of triggers from Pipedrive can initiate actions in Motion through our integration?
You can utilize various triggers from Pipedrive to initiate actions in Motion. Common triggers include 'New Deal,' 'Deal Updated,' 'New Person Added,' and 'New Organization.' Once these events occur, you can automate tasks in Motion like creating tasks or updating schedule events based on these changes.
Do I need any technical expertise to set up the integration between Pipedrive and Motion?
No technical expertise is needed. Our platform is designed to easily connect apps through an intuitive interface. Simply follow guided steps to select your trigger and action events, connect your accounts, and configure any specific conditions or mappings for your automation.
Can I customize or filter data flowing between Pipedrive and Motion?
Yes, you can customize data flows by setting filters or adding conditions during the setup process. For example, you might only want actions in Motion to be triggered by deals over a certain value entered in Pipedrive.
What kind of actions can I automate in Motion when a trigger is fired from Pipedrive?
Once a trigger from Pipedrive is identified (like a new deal closing), you can automate actions such as scheduling follow-up tasks, updating existing projects, or sending notifications within Motion.
Is it possible to test the integration before fully implementing it?
Yes, we offer a test feature that allows you to simulate the integration process before going live. This helps ensure that your triggers and actions are set up correctly and work as expected between Pipedrive and Motion.
How do I handle issues if triggers aren't working as expected after initial setup?
If you encounter issues with triggers not working post-setup, we recommend checking your zap configurations for any errors or misconfigurations. Our support team is also available to guide you through troubleshooting steps quickly.
Practical ways you can use Pipedrive and Motion
Generating Monthly Sales Reports
Automate data gathering and formatting to create detailed monthly sales reports, saving time and ensuring accuracy with easy-to-read visualizations.
Business OwnerStreamlining Task Assignments
Use automated workflows to assign tasks to team members based on workload and skills, making the project management process more efficient and balanced.
Project ManagementOptimizing Sales Pipeline Tracking
Automate real-time tracking and analysis of the sales pipeline, ensuring that metrics like conversions and deal sizes are monitored effectively.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Activity filterRequired
Try ItTriggerPolling- Activity filterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - NoteRequired
Try ItTriggerPolling- Activity filterRequired
Try ItTriggerPolling
