Katana + Pipedrive
Create new Katana customers from new Pipedrive people
When a new contact is added in Pipedrive, streamline your workflow by using this process to instantly create a customer in Katana. It's efficient and saves you valuable time. Maintain consistency and organize your customer details across both platforms effortlessly.
When a new contact is added in Pipedrive, streamline your workflow by using this process to instantly create a customer in Katana. It's efficient and saves you valuable time. Maintain consistency and organize your customer details across both platforms effortlessly.
- When this happens...New Person
Triggers when a new person is created.
- automatically do this!Create Customer
Creates a customer.
- Free forever for core features
- 14 day trial for premium features & apps
About Katana
Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.
Related categories
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.
