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Pipedrive + Severa

Pipedrive + Severa

Pipedrive + Severa integrations

Create new customers in Severa for updated deal matching filters in Pipedrive

Boost your sales efficiency with this versatile workflow between Pipedrive and Severa. Whenever a deal matches your predefined filter in Pipedrive, the system will instantly generate a new customer in Severa. This automation tracks your leads effectively and helps maintain a well-organized and streamlined sales process. Increase your sales productivity, save time and focus on what matters most- growing your business.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreates a new Customer.
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More things you can do with Pipedrive and Severa

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

    • 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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About Severa
Lead your professional business in one software with Severa. Severa brings together CRM, work hour entries, projects and invoicing.
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Related Zap Templates

  • Create new Severa projects from matched deals in Pipedrive

 

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