Invoice2go + Pipedrive

Create clients in Invoice2go from updated deal stages in Pipedrive

Streamline your workflow by linking your Pipedrive and Invoice2go apps. This automation kicks in when you update a Deal Stage in Pipedrive, leading to the creation of a new client in Invoice2go. Save time and effort by managing your business deals and client invoicing in one smooth process.

Streamline your workflow by linking your Pipedrive and Invoice2go apps. This automation kicks in when you update a Deal Stage in Pipedrive, leading to the creation of a new client in Invoice2go. Save time and effort by managing your business deals and client invoicing in one smooth process.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    Invoice2goInvoice2go
    Create Client

    Create a client in Invoice2go

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
invoice2go logo
invoice2go logo

About Invoice2go

Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.

Related categories

  • Proposal & Invoice Management
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 more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations

Agile CRM

CRM (Customer Relationship Management)