bexio
When this happens...
PipedriveNew Organization
Then do this...
bexioCreate Company

Want to add new Pipedrive organizations in Bexio as companies? Once activated, this Zapier integration adds all new Pipedrive organizations into Bexio as companies so your information is always up-to-date.

How it works

  1. A new organization is created in Pipedrive
  2. Zapier adds a company in Bexio

Apps involved

  • Pipedrive
  • Bexio

Why Zapier?

Free

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Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect bexio + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New/Updated Company

Triggers when a company is added or updated.

Create Person

Create a new person.

New Sales-Invoice

Triggers when a Sales-Invoice is created or updated with the chosen status (line items not provided).

Create Company

Create a new company.

New Bank Account Transaction

Triggers when a new bank account transaction is processed (Cash accounts are not supported).

Create a Sales Invoice

Create a product based sales invoice.

New Project

Triggers when a Project is created or updated with the chosen status.

Create Person

Creates a new person.

New Deal

Triggers when a new deal is created.

Create Deal

Creates a new deal.

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Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

Learn More

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.

See Pipedrive Integrations