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PEP Cloud + Pipedrive

PEP Cloud + Pipedrive

PEP Cloud + Pipedrive integrations

Create or update PEP Cloud clients from new Pipedrive activities

Effortlessly keep your client information up-to-date with this automation between Pipedrive and PEP Cloud. Whenever a new activity occurs in Pipedrive, this workflow will create or update the corresponding client in PEP Cloud, ensuring your records are always accurate and consistent. Save time and minimize manual data entry by streamlining your client management process.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  2. automatically do this!
    Create or Update Client
    Create or Update Client
    Create or Update ClientCreates a new client or updates an existing client first based on email and then based on first and last name.
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More things you can do with Pipedrive and PEP Cloud

Discover other triggers and actions you can use with Pipedrive and PEP Cloud

    • 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 PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting 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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