Popular Pipedrive + easybill Workflows
Create easybill contact for new Pipedrive person
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new easybill contact and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Create easybill task for new Pipedrive person
When you create a person in Pipedrive, do you also create a task in easybill? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create easybill task for new Pipedrive deal
With our integration between Pipedrive and easybill, creating task in easybill is now easier than ever. Whenever a deal is created in Pipedrive, you can automatically create a corresponding task in easybill to keep your team up-to-date.
Create easybill task for updated Pipedrive person
When Person is created in Pipedrive > Check condition > Create contact in easybill
When Person is created in Pipedrive > Check condition > Create Customer in easybill
When Person is created in Pipedrive > Check condition > Create customer group in easybill
When Lead is created in Pipedrive > Check condition > Create contact in easybill
When Lead is created in Pipedrive > Check condition > Create Customer in easybill
When Lead is created in Pipedrive > Check condition > Create customer group in easybill
When Document is updated in easybill > Check any condition > Create person in Pipedrive
When Document is updated in easybill > Check any condition > Create lead in Pipedrive
When Invoice item is updated in easybill > Check any condition > Create person in Pipedrive
When Invoice item is updated in easybill > Check any condition > Create lead in Pipedrive
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Pipedrive is a CRM software that helps you organize your sales, marketing, and customer relationships in one place. You can then use this information to stay on top of your leads and expand your business.
See Pipedrive Integrationseasybill is an invoicing solution with an intuitive interface, legal compliance, and customizable templates. It helps you manage orders, automate recurring invoices, and stay organized with project and task management.
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