Daftra + Pipedrive

Create new Daftra clients from Pipedrive leads for seamless lead management

Easily manage your sales process by connecting Pipedrive and Daftra. With this workflow, whenever you have a new lead in Pipedrive, the client information is seamlessly added to Daftra. This efficient automation saves time on manual data entry and enables you to focus on growing your business.

Easily manage your sales process by connecting Pipedrive and Daftra. With this workflow, whenever you have a new lead in Pipedrive, the client information is seamlessly added to Daftra. This efficient automation saves time on manual data entry and enables you to focus on growing your business.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a lead is created.

    TriggerPolling
  2. automatically do this!
    DaftraDaftra
    Add Client

    Creates a new client

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
daftra logo
daftra logo

About Daftra

Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their teams. Send invoices, track expenses, manage your accounting, and collaborate on projects.

Related categories

  • Accounting
pipedrive logo
pipedrive logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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