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Pipedrive + Simpro

Pipedrive + Simpro

Pipedrive + Simpro integrations

Create new service quotes in Simpro for every new deal in Pipedrive

Manage your business workflow more effectively with this integration. Whenever a new deal arises in Pipedrive, a service quote is created in Simpro, simplifying your sales process and saving you time. This seamless connection between Pipedrive and Simpro eliminates manual data entry and accelerates your sales cycle. Capitalize on new opportunities quicker than ever with this efficient automation.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create Service Quote
    Create Service Quote
    Create Service QuoteThis is a hidden trigger, and is used in a Dynamic Dropdown within this app
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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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