Are you finding it increasingly inconvenient to manage your contacts between your invoicing and CRM apps? Tired of having to manually create a new contact in Quaderno each time you add a new person in Pipedrive?
Let this integration sort that out for you! Whenever you add a new person in Pipedrive, this Zap automatically adds that person as a contact in Quaderno. Connecting contacts between these two apps has never been easier.
How It Works
- You create a contact for a new person in Pipedrive
- Zapier adds that person as a contact in Quaderno
What You Need
- Pipedrive account
- Quaderno account
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Add a Pipedrive deal as a new Quaderno invoice
You’ve convinced a customer and closed a sale on Pipedrive. Well done! Why not automate the next step and complete the transaction like a pro? This automation adds deals that you win on Pipedrive as a new invoice in Quaderno. Not only is an invoice generated for that deal, but you also have the option to immediately have that invoice sent to your customer, all without you having to move a finger!
Note: It's recommendable to add only won Pipedrive deals by selecting them in the filter.
## How It Works
- You win a deal in Pipedrive
- Zapier creates and send an invoice for that deal to your customer
What You Need
- Pipedrive account
- Quaderno account
Create Quaderno contacts from Pipedrive people
Are you finding it increasingly inconvenient to manage your contacts between your invoicing and CRM apps? Tired of having to manually create a new contact in Quaderno each time you add a new person in Pipedrive?
Let this integration sort that out for you! Whenever you add a new person in Pipedrive, this Zap automatically adds that person as a contact in Quaderno. Connecting contacts between these two apps has never been easier.
How It Works
- You create a contact for a new person in Pipedrive
- Zapier adds that person as a contact in Quaderno
What You Need
- Pipedrive account
- Quaderno account
It's easy to connect Quaderno + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new sale (Invoice or Receipt) is created.
Create a Quaderno Contact.
Triggers when a contact is created in Quaderno.
Create a Quaderno Sale (Invoice or Receipt).
Triggers when a Quaderno credit note is created.
Creates a new person.
Triggers when a new deal is created.
Creates a new deal.
Triggers when an existing deal is updated.
Creates a new activity.
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