Pennylane + Pipedrive
Create Pipedrive deals from new Pennylane estimates
Save time and streamline your workflow with this effective automation. When there's a new estimate created in Pennylane, this automation promptly sets up a new deal in Pipedrive. Simplify and speed up your work process, ensuring that no deal opportunities are missed.
Save time and streamline your workflow with this effective automation. When there's a new estimate created in Pennylane, this automation promptly sets up a new deal in Pipedrive. Simplify and speed up your work process, ensuring that no deal opportunities are missed.
- When this happens...New Estimate
Triggers when a new estimate is created or when an estimate matches the filter.
- automatically do this!Create Deal
Creates a new deal.
- Free forever for core features
- 14 day trial for premium features & apps
About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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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.
