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Cash Flow Frog + Pipedrive

Cash Flow Frog + Pipedrive

Cash Flow Frog + Pipedrive integrations

Create projections in Cash Flow Frog from new Pipedrive leads

When you add a new lead to Pipedrive, it means that you are hoping to convert them into a paying customer, and that should be reflected in your cash flow forecast. To achieve that, simply set up this Zap. Once you do, a cash flow projection will be automatically added to your forecast in Cash Flow Frog as soon as a new lead is added in Pipedrive.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create Projection
    Create Projection
    Create ProjectionCreates a cash flow projection
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More things you can do with Pipedrive and Cash Flow Frog

Discover other triggers and actions you can use with Pipedrive and Cash Flow Frog

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Cash Flow Frog
Cash Flow Frog is a simple yet powerful cash flow forecasting and scenario planning tool.
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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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