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bexio + Pipedrive

bexio + Pipedrive

bexio + Pipedrive integrations

Create new Pipedrive organizations from new or updated bexio companies

Boost your sales process with this seamless integration between bexio and Pipedrive. When a new or updated company is added in bexio, an organization is instantly created in Pipedrive, keeping your sales data up-to-date and organized. This efficient workflow ensures you're always ready for the next business opportunity.

  1. When this happens...
    New/Updated Company
    New/Updated Company
    New/Updated CompanyTriggers when a company is added or updated.
  2. automatically do this!
    Create Organization
    Create Organization
    Create OrganizationCreates a new organization in Pipedrive with support for custom fields and comprehensive address information.
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More things you can do with bexio and Pipedrive

Discover other triggers and actions you can use with bexio and Pipedrive

  • bexio triggers, actions, and search
    New/Updated Company

    Triggers when a company is added or updated.

    Trigger
    Polling
    Try It
    • Status of Order
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Quote
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Status of Invoice
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • State of Project
    • Trigger each status change
      Required
    Trigger
    Polling
    Try It
    • Combined Entry
      Required
    • Automatic Reference Number
    • Date (line item support)
      Required
    • Reference Number (line item support)
    • Currency
      Required
    • Debit Account Numbers (line item support)
      Required
    • Credit Account Numbers (line item support)
      Required
    • Vat (line item support)
    • VAT Account
    • Description (line item support)
    • Amount (line item support)
      Required
    Action
    Write
bexio logo
About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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