Automatically create deals and tasks in Asana when a document is about to expire.
Automatically create deals in Pipedrive
When a document is about to expire, Expiration Reminder will automatically create a deal and task in Pipedrive:
- The deal will be assigned to the right person
- The activity will be linked automatically to the deal.
Sync Pipedrive contacts
Expiration Reminder will also automatically sync contacts between Pipedrive and Expiration Reminder:
- Contact name and email will be synced
- Changes to a contact will also be synced
Create expirations when a deal is won
When a deal is marked as won in Pipedrive, a document will be created in Expiration Reminder to automatically track the expiration date and send renewal reminders.
No more losing sight of what to do
With the integration, you no longer will lose sight of who is in charge of renewing a document.