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Pipedrive + Uku

Pipedrive + Uku

Pipedrive + Uku integrations

Create Uku clients for newly won Pipedrive deals

Activate this template to automatically create a client in Uku after a new deal has been won in Pipedrive.

  1. When this happens...
    Updated Deal
    Updated Deal
    Updated DealTriggers when an existing deal is updated.
  2. automatically do this...
    Find Persons
    Find Persons
    Find PersonsFinds persons by ID or field search.
  3. then do this...
    Find Organization
    Find Organization
    Find OrganizationTriggers when a new organization is created.
  4. then do this!
    Create Client
    Create Client
    Create ClientCreates a new client in Uku
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More things you can do with Pipedrive and Uku

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

    • 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 Uku
Uku is an accounting practice management software that helps accounting firms organize, hit deadlines, save time, and keep clients happy
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