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Halo Service Solutions + Pipedrive

Halo Service Solutions + Pipedrive

Halo Service Solutions + Pipedrive integrations

Create customers in Halo Service Solutions from newly updated deal stages in Pipedrive

Find yourself spending too much time with customer onboarding admin tasks? Now, these tasks can be done for you. This integration will add a new customer in Halo whenever a deal stage is updated in Pipedrive. Note: you'll want to configure this integration to only trigger when the deal has been won in Pipedrive

  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 Customer
    Create Customer
    Create CustomerCreates a new Customer in Halo.
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More things you can do with Pipedrive and Halo Service Solutions

Discover other triggers and actions you can use with Pipedrive and Halo Service Solutions

    • 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 Halo Service Solutions
Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.
Related categories
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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