Create Pipedrive note for new WHMCS ticket
WHMCS + Pipedrive Integration
Pipedrive + WHMCS Integration
Connect Pipedrive to WHMCS in 1 click
Free forever.Use premium features free for 14 days.1.
Activity is created in Pipedrive Instant- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
Invoice is paid in WHMCS- Invoice is created in WHMCS
- Order is created in WHMCS
- Client is created in WHMCS
- Ticket is created in WHMCS
- Todo item is created in WHMCS
2.
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Ready Workflows for Pipedrive + WHMCS Integration
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Most popular automations
Create WHMCS ticket for new Pipedrive deal
Pipedrive is a great tool for managing customer relationships. However, when an deal is created in Pipedrive, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.
A solution to this problem is to create a ticket in WHMCS whenever an deal is created in Pipedrive. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
See moreA solution to this problem is to create a ticket in WHMCS whenever an deal is created in Pipedrive. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
When Person is created in Pipedrive > Check condition > Create contact in WHMCS
Pipedrive + WHMCS Integration
When Person is created in Pipedrive > Check condition > Create client in WHMCS
Pipedrive + WHMCS Integration
When Client is created in WHMCS > Check condition > Create lead in Pipedrive
WHMCS + Pipedrive Integration
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Who Is This Integration For?
IT Service Providers
Managed Hosting Companies
Software Subscription Sellers
Web Development Agencies
IT Consultants
IT Service Providers
IT service providers often struggle with keeping client billing and sales opportunities in sync. They might miss out on following up with potential leads from their billing software.
Managed Hosting Companies
Managed hosting companies need a way to ensure that new customer sign-ups in their billing system translate into actionable sales opportunities. They sometimes find it challenging to maintain updated CRM records without manual intervention.
Software Subscription Sellers
Software subscription sellers face difficulties in aligning their customer base from their billing software with potential upselling opportunities managed in CRM tools like Pipedrive.
Web Development Agencies
Web development agencies often need to correlate the billing information they collect with ongoing sales activities to ensure they are effectively managing client relationships and project upselling.
IT Consultants
IT consultants may find it hard to seamlessly track when a consultation request or invoice is generated in WHMCS, hindering their ability to capitalize on immediate sales follow-ups in Pipedrive.
What Can You Automate With Pipedrive + WHMCS
Create deals for new WHMCS clients
Automatically create a new deal in Pipedrive whenever a new client signs up in WHMCS. This helps you ensure every potential business opportunity is captured and managed effectively in your CRM.
Sync invoice data to Pipedrive
When invoices are generated in WHMCS, have key details synchronized with Pipedrive to keep your sales team informed about client billing status. This allows you to follow up on outstanding invoices more effectively.
Add contacts from WHMCS to Pipedrive
Automatically add new WHMCS contacts to your Pipedrive CRM, saving you time on data entry and ensuring you have all customer information at your fingertips in one central location.
Track subscription upgrades in Pipedrive
When a client upgrades their subscription in WHMCS, automatically update the corresponding deal in Pipedrive. This keeps your sales team's efforts aligned with customer account changes.
Log service cancellation events
When a client cancels a service in WHMCS, create a task in Pipedrive to review the account and follow up. This could help you win back clients by understanding their needs better.
And much more...
Top 10 Most Popular Pipedrive Automations from
Integrately Community
Just click on the workflow you want to automate
Create Pipedrive note for new WhatsApp message
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Create Google Sheets row for new Pipedrive deal
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Create Pipedrive note for new WhatsApp message
Create Pipedrive note for new Stripe charge
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Create Google Sheets row for new Pipedrive deal
Send SendGrid email for new Pipedrive deal
Create Pipedrive note for new Calendly event invitee
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Send ClickSend SMS message for new Pipedrive deal
When Person is created in Pipedrive > Create Task in Chatwork
Send MessageBird message for new Pipedrive deal
Create Pipedrive note for new Calendly event invitee
Create Pipedrive note for new ClickSend SMS message
Send ClickSend SMS message for new Pipedrive deal
When Person is created in Pipedrive > Create Task in Chatwork
Send MessageBird message for new Pipedrive deal
Top 10 Most Popular WHMCS Automations from
Integrately Community
Most popular
01
Create WHMCS contact from new WooCommerce customer
02
Create PerfexCRM contact for new WHMCS contact
03
Create WHMCS contact for new Chatbot response
04
Send WhatsApp message for new WHMCS ticket
05
Create WHMCS ticket for new tawk.to chat
Most popular
01
Create WHMCS contact from new WooCommerce customer
02
Create PerfexCRM contact for new WHMCS contact
03
Create WHMCS contact for new Chatbot response
04
Send WhatsApp message for new WHMCS ticket
05
Create WHMCS ticket for new tawk.to chat
06
Send WhatsApp message for new WHMCS todo item
07
Send Twilio sms for new WHMCS contact
08
Send Telegram message for new WHMCS todo item
09
Create WordPress user for new WHMCS contact
10
Create WHMCS contact from new Instamojo payment
How Integrately Works?
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You Can Also Connect Pipedrive or WHMCS With 1400+ Other Apps
Pipedrive
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.
WHMCS
WHMCS is a powerful billing & support platform for online businesses. It allows you to create products, manage clients, automate recurring billing and handle complex support cases with ease.
