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.
- When this happens...Subscription CreatedTriggers when a subscription gets created.
- automatically do this...Find CustomerFinds the details of a customer when given their Customer ID
- then do this!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
- Customer Created
Triggers when a new customer is created.
Try ItTriggerInstant - Payment Successful
Triggers when a successful payment is taken.
Try ItTriggerInstant - Subscription Updated
Triggers when a subscription is updated.
Try ItTriggerInstant - Currency codeRequired
- AmountRequired
- DescriptionRequired
- CustomerUniqueIdRequired
ActionWrite
- Customer Updated
Triggers when customer details are updated.
Try ItTriggerInstant - Subscription Created
Triggers when a subscription gets created.
Try ItTriggerInstant - SubscriptionUniqueIdRequired
- TagnameRequired
ActionWrite- 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
ActionWrite
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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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