Lighthouse By Cloudify + Pipedrive + Katana
Create sales orders in Katana from new Pipedrive deals and create/update Lighthouse By Cloudify records
Lighthouse records will be created for every new Pipedrive deal, which will then be updated to "success" on successful creation of a sales order in Katana. This automation helps monitor deals and sales orders in Pipedrive and Katana respectively.
Lighthouse records will be created for every new Pipedrive deal, which will then be updated to "success" on successful creation of a sales order in Katana. This automation helps monitor deals and sales orders in Pipedrive and Katana respectively.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this...Create Record
Creates a new record.
- then do this...Create Sales Order
Creates a new sales order.
- then do this!Update Record
Updates an existing record.
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- 14 day trial for premium features & apps
About Lighthouse By Cloudify
Lighthouse is a real-time monitoring tool for all automated and manual business processes.
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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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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.