bexio + Pipedrive

Create new Pipedrive deals for every new bexio project

Ensure you stay ahead of your sales process with this seamless workflow. Whenever a new project starts in bexio, a corresponding deal is generated in Pipedrive. This ensures that every new enterprise in bexio is reflected in your Pipedrive sales pipeline instantly, aligning your project management with sales effortlessly and efficiently.

Ensure you stay ahead of your sales process with this seamless workflow. Whenever a new project starts in bexio, a corresponding deal is generated in Pipedrive. This ensures that every new enterprise in bexio is reflected in your Pipedrive sales pipeline instantly, aligning your project management with sales effortlessly and efficiently.

  1. When this happens...
    bexiobexio
    New Project

    Triggers when a Project is created or updated with the chosen status.

    TriggerPolling
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

    • Status of Invoice

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • State of Project

    • Trigger each status changeRequired

    Trigger
    Polling
    Try It
    • Combined EntryRequired

    • Automatic Reference Number

    • Date (line item support)Required

    • Reference Number (line item support)

    • CurrencyRequired

    • Debit Account Numbers (line item support)Required

    • Credit Account Numbers (line item support)Required

    • Vat (line item support)

    • VAT Account

    • Description (line item support)

    • Amount (line item support)Required

    Action
    Write
bexio logo
bexio logo

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Learn more

Related categories

  • Accounting
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)

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