• Practice Better logoPractice Better logo
  • Pipedrive logoPipedrive logo

Practice Better + Pipedrive Integrations

How to connect Practice Better + Pipedrive

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  • Practice Better triggers, actions, and search
    Cancelled Booking
    Triggers when a booking is cancelled.
    Trigger
    Instant
  • Practice Better triggers, actions, and search
    Confirmed Booking
    Triggers when a booking is confirmed.
    Trigger
    Instant
  • Practice Better triggers, actions, and search
    Confirmed Package
    Triggers when a package is confirmed.
    Trigger
    Instant
  • Practice Better triggers, actions, and search
    Program Enrollment
    Triggers when a client is enrolled in a program.
    Trigger
    Instant
  • Practice Better triggers, actions, and search
    New Client
    Adds a new client to your account.
    Trigger
    Instant
  • Practice Better triggers, actions, and search
    Updated Booking
    Triggers when a booking is updated.
    Trigger
    Instant
  • Practice Better triggers, actions, and search
    Add Client
    Add a new client to your account.
    Action
    Write
  • Pipedrive triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Scheduled
  • Pipedrive

    Triggers when an activity matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new deal is created.

    Instant

    Trigger

  • Pipedrive

    Triggers when a deal matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a Lead is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new note is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new organization is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an organization matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new person is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a person matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a deal's stage is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing deal is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing organization is updated.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an existing person is updated.

    Scheduled

    Trigger

  • Pipedrive

    Adds a product to a deal.

    Scheduled

    Action

  • Pipedrive

    Creates a new activity.

    Scheduled

    Action

  • Pipedrive

    Creates a new deal.

    Scheduled

    Action

  • Pipedrive

    Uploads a file and attaches it to a deal, person, organization, activity, product or note.

    Scheduled

    Action

  • Pipedrive

    Adds a follower to a deal, organization, person or product.

    Scheduled

    Action

  • Pipedrive

    Creates a new lead.

    Scheduled

    Action

  • Pipedrive

    Creates a new note.

    Scheduled

    Action

  • Pipedrive

    Creates a new organization.

    Scheduled

    Action

  • Pipedrive

    Creates a new person.

    Scheduled

    Action

  • Pipedrive

    Creates a new product.

    Scheduled

    Action

  • Pipedrive

    Updates an existing activity.

    Scheduled

    Action

  • Pipedrive

    Updates an existing deal.

    Scheduled

    Action

  • Pipedrive

    Updates an existing organization.

    Scheduled

    Action

  • Pipedrive

    Updates an existing person.

    Scheduled

    Action

  • Pipedrive

    Finds an activity by subject.

    Scheduled

    Action

  • Pipedrive

    Finds a deal by name.

    Scheduled

    Action

  • Pipedrive

    Finds an organization.

    Scheduled

    Action

  • Pipedrive

    Finds a person.

    Scheduled

    Action

  • Pipedrive

    Finds a product by name.

    Scheduled

    Action

  • Pipedrive

    Finds a product or products by name, ID, or product code (with line item support).

    Scheduled

    Action

  • Pipedrive

    Finds a user by name, email or ID.

    Scheduled

    Action

  • Pipedrive

    Finds an activity by subject, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds a deal by name, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds an organization by name, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds a person by name, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds a product by name, or creates one if none are found.

    Scheduled

    Action

How Practice Better + Pipedrive Integrations Work

  1. Step 1: Authenticate Practice Better and Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Pipedrive Tutorials

practice-better logo
practice-better logo

About Practice Better

Practice Better is a comprehensive solution to help you manage your Health & Wellness practice and the entire client journey with ease, saving you both time and money!

Related categories

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.

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