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Knowify + Pipedrive

Knowify + Pipedrive

Knowify + Pipedrive integrations

Create new clients in Knowify from new deals in Pipedrive

Efficiently manage your new deals with this seamless workflow between Pipedrive and Knowify. When a new deal is initiated in Pipedrive, this automation instantly creates a client in Knowify, keeping your client list updated and saving you precious time. Streamlining your processes has never been easier.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
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More things you can do with Pipedrive and Knowify

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

    • 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 Knowify
Knowify is a job costing and project management platform for contractors.
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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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