MRPeasy + Pipedrive
Create new Pipedrive deals when MRPeasy order statuses change
Keep your sales pipeline updated as your customer orders progress. With this workflow, whenever an order status is updated in MRPeasy, a new deal is created in Pipedrive. This seamless connection ensures that your sales team has the most current information at hand to move deals forward efficiently.
Keep your sales pipeline updated as your customer orders progress. With this workflow, whenever an order status is updated in MRPeasy, a new deal is created in Pipedrive. This seamless connection ensures that your sales team has the most current information at hand to move deals forward efficiently.
- When this happens...Customer Order Status Changed
Triggers when the status of a customer order changes.
- automatically do this!Create Deal
Creates a new deal.
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Customer order source
Status from
Status to
Try ItCustomer order number
Reference
Internal notes
Currency
Delivery date
Status
Customer nameRequired
Pricelist
Mark orders as Paid
First name
Last name
Company
Street line 1
Street line 2
City
State
Postal code
Country code
Phone
SKURequired
QuantityRequired
Discount percentage
Item price
Total price
Delivery date
Source
Customer order number
Reference
Customer name
Status
New Activity
Triggers when a new activity is created.
Try It
Get Sites
Fetches a list of sites.
Try ItCustomer order numberRequired
Reference
Internal notes
Delivery date
Status
Customer name
First name
Last name
Company
Street line 1
Street line 2
City
State
Postal code
Country code
Phone
SKU
Quantity
Discount percentage
Item price
Total price
Delivery date
Activity filterRequired
Try ItCopy
FilterRequired
Deal status
Try It
