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Pipedrive + Simpro

Pipedrive + Simpro

Pipedrive + Simpro integrations

Create individual customers in Simpro from new activities in Pipedrive

Effortlessly streamline your sales-to-customer process with this efficient workflow. When a new activity occurs in Pipedrive, an individual customer will be created in Simpro, ensuring your customer database stays up to date. Save time and eliminate manual data entry while keeping your team focused on what matters most – making sales and providing excellent customer service.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  2. automatically do this!
    Create Individual Customer
    Create Individual Customer
    Create Individual CustomerCreates a new individual customer.
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More things you can do with Pipedrive and Simpro

Discover other triggers and actions you can use with Pipedrive and Simpro

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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.
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About Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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