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Pipedrive + Service Fusion

Pipedrive + Service Fusion

Pipedrive + Service Fusion integrations

Create new Pipedrive organizations from new Service Fusion customers

Streamline your client management process with this effective workflow. When a new customer is added in Service Fusion, the workflow immediately creates a corresponding organization in Pipedrive. This ensures that all new details are properly captured, optimizing your customer relationship management and reducing manual entries. Transform your business operations by keeping your Pipedrive up-to-date with every Service Fusion customer addition.

  1. When this happens...
    New Customer
    New Customer
    New CustomerTriggers when a new Service Fusion customer is created.
  2. automatically do this!
    Create Organization
    Create Organization
    Create OrganizationCreates a new organization in Pipedrive with support for custom fields and comprehensive address information.
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More things you can do with Service Fusion and Pipedrive

Discover other triggers and actions you can use with Service Fusion and Pipedrive

    • When Job Status Changes To
    Trigger
    Instant
    Try It
  • Service Fusion triggers, actions, and search
    New Estimate

    Triggers when a new Service Fusion estimate is created.

    Trigger
    Polling
    Try It
    • Type
      Required
    • Start Date
      Required
    • Start Time
    • End Date
    • End Time
    • Task Note
    • Assign To (Users)
    • Relates To (Customers)
    • Relates To (Jobs)
    • Relates To (Estimates)
    • Privacy
    • Recurrence
    Action
    Write
    • Customer Name
      Required
    • Account Number
    • Private Notes
    • Public Notes
    • Payment Terms
    • Discount
    • Discount Type
    • Credit Rating
    • Labor Charge Type
    • Labor Charge Default Rate
    • Qbo Sync Token
    • Qbo Currency
    • Last Serviced Date
    • Is Bill For Drive Time
    • Is Vip
    • Is Taxable
    • Parent Customer
    • Referral Source
    • Agent
    • Assigned Contract
    • Payment Type
    • Tax Item Name
    • Industry
    • Prefix
    • First Name
    • Last Name
    • Suffix
    • Type
    • Job Title
    • Department
    • Dob
    • Anniversary
    • Is Primary
    • Email
    • Email Class
    • Email Types Accepted
    • Phone
    • Phone Type
    • Phone Extension
    • Street 1
    • Street 2
    • City
    • State Prov
    • Postal Code
    • Country
    • Nickname
    • Gate Instructions
    • Latitude
    • Longitude
    • Location Type
    • Is Primary
    • Is Gated
    • Is Bill To
    • Customer Contact
    • Custom Fields
    Action
    Write
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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 Service Fusion
Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.
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