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Pipedrive + WHMCS

Create clients in WHMCS from new activities in Pipedrive

Effortlessly manage your client database with this Pipedrive-WHMCS workflow. Every time a new activity occurs in Pipedrive, this automation creates a client in WHMCS, seamlessly connecting your sales pipeline with your billing and support system. Enjoy accurate information and improved client management, all in one process.

Effortlessly manage your client database with this Pipedrive-WHMCS workflow. Every time a new activity occurs in Pipedrive, this automation creates a client in WHMCS, seamlessly connecting your sales pipeline with your billing and support system. Enjoy accurate information and improved client management, all in one process.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerScheduled
  2. automatically do this!
    WHMCSWHMCS
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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whmcs logo
whmcs logo

About WHMCS

WHMCS is a complete client management package, supporting billing & support solutions for any online business.

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