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.
- 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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