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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.
- When this happens...New or Updated ProjectTriggers when a project is created or transitions to a new status. Each project-status combination fires once — if a project returns to a previously-seen status, it will not trigger again.
- automatically do this!Create DealCreates a new deal.
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- 14 day trial for premium features & apps
More things you can do with bexio and Pipedrive
Discover other triggers and actions you can use with bexio and Pipedrive
- New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerPolling - Status of Order
- Trigger each status changeRequired
Try ItTriggerPolling- New Product
Triggers new Products.
Try ItTriggerPolling - Status of Quote
- Trigger each status changeRequired
Try ItTriggerPolling
- Status of Invoice
- Trigger each status changeRequired
Try ItTriggerPolling- New/Updated Person
Triggers when a person is added or updated.
Try ItTriggerPolling - State of Project
- Trigger each status changeRequired
Try ItTriggerPolling- Combined EntryRequired
- Automatic Reference Number
- Date (line item support)Required
- Reference Number (line item support)
- CurrencyRequired
- 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
ActionWrite
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Related categories
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.
Related categories
Related Zap Templates
- Create new Bexio companies for new Pipedrive organizations
- Create Bexio people for new Pipedrive people
- Create new bexio companies for every new Pipedrive lead
- Create new Pipedrive organizations from new or updated bexio companies
- Create new persons in bexio when new matching persons are found in Pipedrive






