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Pipedrive + Pixie

Pipedrive + Pixie

Pipedrive + Pixie integrations

Create or update Pixie clients from new Pipedrive activities

Effortlessly keep your client information up to date with this Pipedrive-Pixie integration. Whenever there's a new activity in Pipedrive, this workflow will automatically create or update a client in Pixie, ensuring you always have the latest information at your fingertips. Say goodbye to manual data entry and save time by streamlining your CRM and practice management processes.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  2. automatically do this!
    Create/Update Client
    Create/Update Client
    Create/Update ClientCreate or update a client, based on the Client ID or the client's name already existing.
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More things you can do with Pipedrive and Pixie

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

    • 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 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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pixie logo
About Pixie
Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
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Related Zap Templates

  • Create Pixie jobs for new Pipedrive leads

 

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