Halo Service Solutions + Pipedrive
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
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
- When this happens...Updated Deal Stage
Triggers when a deal's stage is updated.
- automatically do this!Create Customer
Creates a new Customer in Halo.
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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.
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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.
