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Billsby + Pipedrive

Billsby + Pipedrive

Billsby + Pipedrive integrations

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.

  1. When this happens...
    Subscription Created
    Subscription Created
    Subscription CreatedTriggers when a subscription gets created.
  2. automatically do this...
    Find Customer
    Find Customer
    Find CustomerFinds the details of a customer when given their Customer ID
  3. then do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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More things you can do with Billsby and Pipedrive

Discover other triggers and actions you can use with Billsby and Pipedrive

  • Billsby triggers, actions, and search
    Customer Created

    Triggers when a new customer is created.

    Trigger
    Instant
    Try It
  • Billsby triggers, actions, and search
    Payment Successful

    Triggers when a successful payment is taken.

    Trigger
    Instant
    Try It
  • Billsby triggers, actions, and search
    Subscription Updated

    Triggers when a subscription is updated.

    Trigger
    Instant
    Try It
    • Currency code
      Required
    • Amount
      Required
    • Description
      Required
    • CustomerUniqueId
      Required
    Action
    Write
  • Billsby triggers, actions, and search
    Customer Updated

    Triggers when customer details are updated.

    Trigger
    Instant
    Try It
  • Billsby triggers, actions, and search
    Subscription Created

    Triggers when a subscription gets created.

    Trigger
    Instant
    Try It
    • SubscriptionUniqueId
      Required
    • Tagname
      Required
    Action
    Write
    • CustomerUniqueId
      Required
    • First name
      Required
    • Last Name
      Required
    • Address line 1
    • Address line 2
    • Email
      Required
    • State
    • City
    • Country
    • Postcode
    • Phone number country
    • Phone Number Dial Code
    • Phone number
    Action
    Write
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About Billsby
Billsby is a billing service you can rely on for easy and accurate billing whatever your subscription business is.
Related categories
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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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Related Zap Templates

  • Update Billsby customer details when new leads come in Pipedrive

 

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