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Invoice2go + Pipedrive

Invoice2go + Pipedrive

Invoice2go + Pipedrive integrations

Create clients in Invoice2go from updated deal stages in Pipedrive

Streamline your workflow by linking your Pipedrive and Invoice2go apps. This automation kicks in when you update a Deal Stage in Pipedrive, leading to the creation of a new client in Invoice2go. Save time and effort by managing your business deals and client invoicing in one smooth process.

  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 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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Related Zap Templates

  • Create new Invoice2go clients from new Pipedrive deals

 

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