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bexio + Pipedrive

bexio + Pipedrive

bexio + Pipedrive integrations

Create new Pipedrive deals for every new bexio project

Ensure you stay ahead of your sales process with this seamless workflow. Whenever a new project starts in bexio, a corresponding deal is generated in Pipedrive. This ensures that every new enterprise in bexio is reflected in your Pipedrive sales pipeline instantly, aligning your project management with sales effortlessly and efficiently.

  1. When this happens...
    New Project
    New Project
    New ProjectTriggers when a Project is created or updated with the chosen status.
  2. automatically do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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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
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About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Related categories
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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