Finaeo + Pipedrive

Create Finaeo contacts from new Pipedrive activities

Stay organized and never miss a potential client with this seamless workflow between Pipedrive and Finaeo. When a new activity is created in your Pipedrive account, this automation will instantly create a contact in Finaeo, ensuring you have all the necessary information at your fingertips. Save time and keep your CRM up-to-date with this efficient workflow.

Stay organized and never miss a potential client with this seamless workflow between Pipedrive and Finaeo. When a new activity is created in your Pipedrive account, this automation will instantly create a contact in Finaeo, ensuring you have all the necessary information at your fingertips. Save time and keep your CRM up-to-date with this efficient workflow.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerScheduled
  2. automatically do this!
    FinaeoFinaeo
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It