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Invoice2go + Pipedrive

Invoice2go + Pipedrive

Invoice2go + Pipedrive integrations

Create new Invoice2go clients from new Pipedrive deals

Secure new deals in Pipedrive and let this workflow do the rest. With each new deal, it instantly and accurately captures the details, then creates a new client in Invoice2go. The automation ensures seamless transfer of client information between both platforms, giving you more time to focus on closing deals and less on tedious administrative tasks.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreate a client in Invoice2go
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More things you can do with Pipedrive and Invoice2go

Discover other triggers and actions you can use with Pipedrive and Invoice2go

    • 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 Invoice2go
Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.
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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