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.
- When this happens...New CustomerTriggers when a new customer is registered.
- automatically do this!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
- New Article
Triggers when a new article is registered.
Try ItTriggerPolling - New Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerPolling - New Supplier
Triggers when a new supplier is registered.
Try ItTriggerPolling - New Purchase Invoice Draft
Triggers when a new purchase invoice draft is created.
Try ItTriggerPolling
- New Customer
Triggers when a new customer is registered.
Try ItTriggerPolling - New Order
Triggers when a new order is placed.
Try ItTriggerPolling - New Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerPolling - NumberRequired
- NameRequired
- Sales Category
- Vat Rate
- Net Price
- Gross Price
- Unit
ActionWrite
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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Visma eAccounting is a financial software for small and medium sized businesses.
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