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bexio + Pipedrive

Create new persons in bexio when new matching persons are found in Pipedrive

Streamline your workflow between Pipedrive and bexio with this automation. Once set up, whenever a Person Matching Filter occurs in Pipedrive, a new person will be created in bexio. It saves time by reducing manual data entry and ensures consistency across both your platforms. Enhance your productivity and maintain up-to-date records effortlessly with this setup.

Streamline your workflow between Pipedrive and bexio with this automation. Once set up, whenever a Person Matching Filter occurs in Pipedrive, a new person will be created in bexio. It saves time by reducing manual data entry and ensures consistency across both your platforms. Enhance your productivity and maintain up-to-date records effortlessly with this setup.

  1. When this happens...
    PipedrivePipedrive
    Person Matching Filter

    Triggers when a person newly matches a Pipedrive filter for the first time.

    TriggerPolling
  2. automatically do this!
    bexiobexio
    Create Person

    Create a new person.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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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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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.