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  • Simpro logoSimpro logo

Pipedrive + Simpro

Create individual customers in Simpro from new activities in Pipedrive

Effortlessly streamline your sales-to-customer process with this efficient workflow. When a new activity occurs in Pipedrive, an individual customer will be created in Simpro, ensuring your customer database stays up to date. Save time and eliminate manual data entry while keeping your team focused on what matters most – making sales and providing excellent customer service.

Effortlessly streamline your sales-to-customer process with this efficient workflow. When a new activity occurs in Pipedrive, an individual customer will be created in Simpro, ensuring your customer database stays up to date. Save time and eliminate manual data entry while keeping your team focused on what matters most – making sales and providing excellent customer service.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerPolling
  2. automatically do this!
    SimproSimpro
    Create Individual Customer

    Creates a new individual customer.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    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.
simpro logo
simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

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