LionO360 + Pipedrive

Create new LionO360 accounts when new deals come in on Pipedrive

Activate this workflow and every new deal captured in Pipedrive will create a corresponding account in LionO360. This automation not only saves the time of manually entering account details, but also ensures quick and efficient updating of your business records. Utilize this workflow to streamline your sales processes and enhance overall productivity.

Activate this workflow and every new deal captured in Pipedrive will create a corresponding account in LionO360. This automation not only saves the time of manually entering account details, but also ensures quick and efficient updating of your business records. Utilize this workflow to streamline your sales processes and enhance overall productivity.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    LionO360LionO360
    Create Account

    Creates an Account in the system

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
liono360 logo
liono360 logo

About LionO360

LionO360 is a Sas based CRM, FSM, and ERP platforms. LionO360 offers you a complete view of customers, sales life cycle, and field operations.

Related categories

  • CRM (Customer Relationship Management)
pipedrive logo
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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Related categories

  • CRM (Customer Relationship Management)

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