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Pipedrive + Service Provider Pro

Create clients in Service Provider Pro for every new deal in Pipedrive

Generate new clients in Service Provider Pro every time a new deal occurs in Pipedrive with this helpful automation. It ensures that every successful sale is quickly and efficiently converted into a new client profile, maximizing your team's productivity and allowing them to focus on other important tasks. This workflow solves the problem of manual data entry, saving time and reducing potential errors.

Generate new clients in Service Provider Pro every time a new deal occurs in Pipedrive with this helpful automation. It ensures that every successful sale is quickly and efficiently converted into a new client profile, maximizing your team's productivity and allowing them to focus on other important tasks. This workflow solves the problem of manual data entry, saving time and reducing potential errors.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    Service Provider ProService Provider Pro
    Create Client

    Create a new client account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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service-provider-pro logo
service-provider-pro logo

About Service Provider Pro

SPP is a shopping cart and project management software for selling productized services.

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