Invoice2go + Pipedrive
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.
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.
- When this happens...Updated Deal Stage
Triggers when a deal's stage is updated.
- automatically do this!Create Client
Create a client in Invoice2go
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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.
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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.
