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Katana + Pipedrive

Katana + Pipedrive

Katana + Pipedrive integrations

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.

  1. When this happens...
    New Person
    New Person
    New PersonTriggers when a new person is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreates a customer.
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More things you can do with Pipedrive and Katana

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

    • 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 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.
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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.
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