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Finmap + Pipedrive

Finmap + Pipedrive

Finmap + Pipedrive integrations

Create income operations in Finmap when new Pipedrive deals are updated

When a Pipedrive deal reaches a selected stage (e.g. Won, Invoice Sent, Awaiting Payment), this integration automatically creates an expected payment in Finmap with the deal amount, expected close date, and deal details. Track your sales pipeline revenue directly in Finmap, without the need for manual updates.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Create Income Operation
    Create Income Operation
    Create Income OperationCreates a new income operation in Finmap.
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More things you can do with Pipedrive and Finmap

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

    • 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 Finmap
Finmap is a financial analytics and cash flow management platform for businesses.
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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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