bexio
When this happens...
PipedriveNew Person
Then do this...
bexioCreate Person

Do you want to store your new Pipedrive people in Bexio to keep contact information up-to-date across your organization? Once activated, this Zapier integration adds all new Pipedrive people into Bexio as people so your contact lists are always up-to-date.

How it works

  1. A new person is created in Pipedrive
  2. Zapier adds this person in Bexio

Apps involved

  • Pipedrive
  • Bexio

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

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