fieldd + Pipedrive
Create new Pipedrive persons for every new fieldd customer
Effortlessly keep your sales process organized with this seamless workflow between Fieldd and Pipedrive. When a new customer is added in Fieldd, a person will be created in Pipedrive, ensuring your contacts are always up-to-date. Save time and maintain accurate data by streamlining these two essential business tools.
Effortlessly keep your sales process organized with this seamless workflow between Fieldd and Pipedrive. When a new customer is added in Fieldd, a person will be created in Pipedrive, ensuring your contacts are always up-to-date. Save time and maintain accurate data by streamlining these two essential business tools.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Person
Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
- Free forever for core features
- 14 day trial for premium features & apps
Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Quote
Triggers when a new quote is created.
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New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Try ItNew Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
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