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Pipedrive + Visma eAccounting

Pipedrive + Visma eAccounting

Pipedrive + Visma eAccounting integrations

Create new Pipedrive persons when new customers are added in Visma eAccounting

Streamline your customer management by linking your Visma eAccounting with Pipedrive. With this efficient workflow, every time a new customer is added in your Visma eAccounting, a person is instantly created in your Pipedrive account. This seamless connection reduces manual entry and keeps your team focused on building strong customer relationships.

  1. When this happens...
    New Customer
    New Customer
    New CustomerTriggers when a new customer is registered.
  2. automatically do this!
    Create Person
    Create Person
    Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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More things you can do with Visma eAccounting and Pipedrive

Discover other triggers and actions you can use with Visma eAccounting and Pipedrive

  • Visma eAccounting triggers, actions, and search
    New Article

    Triggers when a new article is registered.

    Trigger
    Polling
    Try It
  • Visma eAccounting triggers, actions, and search
    New Purchase Invoice Draft

    Triggers when a new purchase invoice draft is created.

    Trigger
    Polling
    Try It
    • Number
      Required
    • Name
      Required
    • Sales Category
    • Vat Rate
    • Net Price
    • Gross Price
    • Unit
    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 Visma eAccounting
Visma eAccounting is a financial software for small and medium sized businesses.
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