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Pipedrive + Simpro

Pipedrive + Simpro

Pipedrive + Simpro integrations

Create new Simpro customers from new persons in Pipedrive

Automate your sales procedure with this Pipedrive to Simpro workflow. With this setup, each time a new person is added in Pipedrive, an individual customer is created in Simpro, eliminating manual data entry. This seamless data transfer can potentially improve productivity and data accuracy in your sales process.

  1. When this happens...
    New Person
    New Person
    New PersonTriggers when a new person 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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