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Invoice2go + Pipedrive

Invoice2go + Pipedrive

Invoice2go + Pipedrive integrations

Create new Invoice2go clients from new Pipedrive persons

Experience smooth client management and structured invoicing with this Pipedrive to Invoice2go connection. When New Person happens in Pipedrive, it cues Invoice2go to create a new client with the same details. This workflow seamlessly bridges the gap between sales and invoicing, enhancing your efficiency and ensuring every new contact in Pipedrive is readily prepped for billing in Invoice2go.

  1. When this happens...
    New Person
    New Person
    New PersonTriggers when a new person 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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