Generate Pipedrive deals with new subscriptions in Billsby
Once a customer checks out a subscription, you'll want to track them through the customer lifecycle so you can support them at the right stages. This automation will create a deal in Pipedrive when a new subscription is created in Billsby, giving you a visual aid for how many customers are in each stage of the visual lifecycle.
Once a customer checks out a subscription, you'll want to track them through the customer lifecycle so you can support them at the right stages. This automation will create a deal in Pipedrive when a new subscription is created in Billsby, giving you a visual aid for how many customers are in each stage of the visual lifecycle.
- When this happens...Subscription Created
Triggers when a subscription gets created.
- automatically do this...Find Customer
Finds the details of a customer when given their Customer ID
- then do this!Create Deal
Creates a new deal.
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Customer Created
Triggers when a new customer is created.
Try ItPayment Successful
Triggers when a successful payment is taken.
Try ItSubscription Updated
Triggers when a subscription is updated.
Try ItCurrency codeRequired
AmountRequired
DescriptionRequired
CustomerUniqueIdRequired
Customer Updated
Triggers when customer details are updated.
Try ItSubscription Created
Triggers when a subscription gets created.
Try ItSubscriptionUniqueIdRequired
TagnameRequired
CustomerUniqueIdRequired
First nameRequired
Last NameRequired
Address line 1
Address line 2
EmailRequired
State
City
Country
Postcode
Phone number country
Phone Number Dial Code
Phone number