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Daftra + Pipedrive

Daftra + Pipedrive

Daftra + Pipedrive integrations

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Add Client
    Add Client
    Add ClientCreates a new client
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More things you can do with Pipedrive and Daftra

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

    • 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 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.
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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.
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