Pipedrive + Service Fusion

Create new Pipedrive organizations from new Service Fusion customers

Streamline your client management process with this effective workflow. When a new customer is added in Service Fusion, the workflow immediately creates a corresponding organization in Pipedrive. This ensures that all new details are properly captured, optimizing your customer relationship management and reducing manual entries. Transform your business operations by keeping your Pipedrive up-to-date with every Service Fusion customer addition.

Streamline your client management process with this effective workflow. When a new customer is added in Service Fusion, the workflow immediately creates a corresponding organization in Pipedrive. This ensures that all new details are properly captured, optimizing your customer relationship management and reducing manual entries. Transform your business operations by keeping your Pipedrive up-to-date with every Service Fusion customer addition.

  1. When this happens...
    Service FusionService Fusion
    New Customer

    Triggers when a new Service Fusion customer is created.

    TriggerPolling
  2. automatically do this!
    PipedrivePipedrive
    Create Organization

    Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.

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

Supported triggers and actions

    • Customer NameRequired

    • Account Number

    • Private Notes

    • Public Notes

    • Payment Terms

    • Discount

    • Discount Type

    • Credit Rating

    • Labor Charge Type

    • Labor Charge Default Rate

    • Qbo Sync Token

    • Qbo Currency

    • Last Serviced Date

    • Is Bill For Drive Time

    • Is Vip

    • Is Taxable

    • Parent Customer

    • Referral Source

    • Agent

    • Assigned Contract

    • Payment Type

    • Tax Item Name

    • Industry

    • Prefix

    • First Name

    • Last Name

    • Suffix

    • Type

    • Job Title

    • Department

    • Dob

    • Anniversary

    • Is Primary

    • Email

    • Email Class

    • Email Types Accepted

    • Phone

    • Phone Type

    • Phone Extension

    • Street 1

    • Street 2

    • City

    • State Prov

    • Postal Code

    • Country

    • Nickname

    • Gate Instructions

    • Latitude

    • Longitude

    • Location Type

    • Is Primary

    • Is Gated

    • Is Bill To

    • Customer Contact

    • Custom Fields

    Action
    Write
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)
service-fusion logo
service-fusion logo

About Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.

Related categories

  • eCommerce