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bexio + Pipedrive

bexio + Pipedrive

bexio + Pipedrive integrations

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.

  1. When this happens...
    Person Matching Filter
    Person Matching Filter
    Person Matching FilterTriggers when a person newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Person
    Create Person
    Create PersonCreate a new person.
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More things you can do with Pipedrive and bexio

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

    • Activity filter
      Required
    Trigger
    Polling
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    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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.
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