Halo Service Solutions + Pipedrive

Create customers in Halo Service Solutions from newly updated deal stages in Pipedrive

Find yourself spending too much time with customer onboarding admin tasks? Now, these tasks can be done for you. This integration will add a new customer in Halo whenever a deal stage is updated in Pipedrive. Note: you'll want to configure this integration to only trigger when the deal has been won in Pipedrive

Find yourself spending too much time with customer onboarding admin tasks? Now, these tasks can be done for you. This integration will add a new customer in Halo whenever a deal stage is updated in Pipedrive. Note: you'll want to configure this integration to only trigger when the deal has been won in Pipedrive

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

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    Halo Service SolutionsHalo Service Solutions
    Create Customer

    Creates a new Customer in Halo.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
halo-service-solutions logo
halo-service-solutions logo

About Halo Service Solutions

Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.

Related categories

  • Project 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)

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