Skip to content

Connect bexio and Pipedrive to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Quickly connect bexio to Pipedrive with a Zapier template.

Our most popular template

Create new Bexio companies for new Pipedrive organizations
Details
Try it
Pipedrive + bexio
Create Bexio people for new Pipedrive people
Details
Try it
Pipedrive + bexio
Create new bexio companies for every new Pipedrive lead
Details
Try it
Pipedrive + bexio
Create new Pipedrive organizations from new or updated bexio companies
Details
Try it
bexio + Pipedrive
Create new persons in bexio when new matching persons are found in Pipedrive
Details
Try it
Pipedrive + bexio

Create new Bexio companies for new Pipedrive organizations

Pipedrive + bexio

Create Bexio people for new Pipedrive people

Pipedrive + bexio

Create new bexio companies for every new Pipedrive lead

Pipedrive + bexio

Create new Pipedrive organizations from new or updated bexio companies

bexio + Pipedrive

Create new persons in bexio when new matching persons are found in Pipedrive

Pipedrive + bexio

How Zapier works

Zapier makes it easy to integrate bexio with Pipedrive - no code necessary. See how you can get setup in minutes.

Select a trigger from bexio

A trigger is an event that starts your Zap and runs the workflow. For example, with bexio, a trigger could be "New/Updated Company."

A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected bexio to Pipedrive

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your bexio to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect bexio and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New/Updated Company
Triggers when a company is added or updated.
Trigger
Scheduled
Try It
- Status of Invoice
- Trigger each status change
  Required
Trigger
Scheduled
Try It
New Product
Triggers new Products.
Trigger
Scheduled
Try It
- Status of Invoice
- Trigger each status change
  Required
Trigger
Scheduled
Try It
- Company Name
  Required
- Department
- Number
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Write

- Identifier For Existing People
  Required
- Person Id
- Company Name
  Required
- Department
- Number
- Birthday
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
Action
Write
- Company or Person
  Required
- Company Contact Person
- Invoice Date
- Payment Due Date
- API Reference
- Invoice Title
- Invoice Status
- VAT included in the total
- Currency
  Required
- Bank Account
- Project
- Line Item Product Key
- Line Item Name/Id/Code
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write

- Person Id
- Recipient Mail
  Required
- Subject
  Required
- Message
  Required
- Mark as pending
Action
Write
- Product Type
  Required
- Name
  Required
- Description
- Code
  Required
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Write
- Name
  Required
- Project Type
  Required
- Project State
  Required
- Company or Person
  Required
- Company Contact Person
- Start Date
- End Date
- Comment
Action
Write
- Billable
  Required
- Business Activity
  Required
- Company or Person
  Required
- Company Contact Person
- Project
- Status
- Type
  Required
- Date (line item support)
  Required
- Duration
- Start Time
- End Time
- Text
Action
Write
- Account Number
  Required
Action
Search
- Name
  Required
- ISO 3166
Action
Search
- Invoice Number
- API Reference
- Include Invoice Positions
  Required
Action
Search
- Name
  Required
- Code
  Required
Action
Search
- Invoice Number
- API Reference
- Include Invoice Positions
  Required
Action
Search
- Company Name
  Required
- Department
- EMail
- Number
- Phone
- Mobile
- Birthday
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Search or write
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person Id
- Product
  Required
- Price
  Required
- Quantity
  Required
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax_method
- Tax_percentage
Action
Write
- Invoice Title
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Contact Person
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Write
- Contact Person
- What to add follower to?
  Required
Action
Write
- Content
  Required
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Invoice Title
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description (line item support)
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Person Id
- Subject
  Required
- Organization
- Contact Person
- Person
- Deal
- Lead
- Is done?
- Type
  Required
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- Person Id
- Invoice Title
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Amount (line item support)
  Required
- Currency
- Source Channel
Action
Write
- Person Id
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Person Id
- Invoice Title
- Project_id
- Description (line item support)
- Is done?
- Due Date
- Assignee
Action
Write
- Subject
  Required
- Search Type
- Contact Person
- Type
  Required
- Filter_id
  Required
- Is done?
Action
Search
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Person Id
Action
Search
- Search for an Exact Match?
Action
Search
- Term to search for
  Required
Action
Search
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
Action
Search
- Field to Search By
  Required
Action
Search
- Search for an Exact Match?
- Invoice Title
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Contact Person
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Invoice Title
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Amount (line item support)
  Required
- Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Search or write
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
- Invoice Title
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description (line item support)
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Search or write

- Status of Invoice
- Trigger each status change
  Required
Trigger
Scheduled
Try It
New/Updated Person
Triggers when a person is added or updated.
Trigger
Scheduled
Try It
- State of Project
- Trigger each status change
  Required
Trigger
Scheduled
Try It
- Combined Entry
  Required
- Automatic Reference Number
- Date (line item support)
  Required
- Reference Number (line item support)
- Currency
  Required
- Debit Account Numbers (line item support)
  Required
- Credit Account Numbers (line item support)
  Required
- Vat (line item support)
- VAT Account
- Description (line item support)
- Amount (line item support)
  Required
Action
Write
- Company Name
  Required
- Department
- Number
- Birthday
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Write
- File to upload
  Required
- Filename
  Required
Action
Write
- Person Id
Action
Write
- Company or Person
  Required
- Company Contact Person
- Invoice Date
- API Reference
- Invoice Title
- VAT included in the total
- Project
- Line Item Name/Id/Code
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Code
  Required
- Name
  Required
- Description
- Remarks
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Write
- Company or Person
  Required
- Company Contact Person
- Invoice Date
- API Reference
- Invoice Title
- VAT included in the total
- Project
- Line Item Name/Id/Code
  Required
- Line Item Quantity
  Required
- Line Item Price
  Required
- Line Item Text
- Line Item Discount in %
Action
Write
- Identifier For Existing People
  Required
- Person Id
- Company Name
  Required
- Department
- Number
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
Action
Write
- Company Name
  Required
- EMail
- Number
- Phone
- Mobile
Action
Search
- Invoice Number
- API Reference
- Include Invoice Positions
  Required
Action
Search
- Company Name
  Required
- Department
- EMail
- Number
- Phone
- Mobile
Action
Search
- Name
  Required
Action
Search
- Company Name
  Required
- EMail
- Number
- Phone
- Mobile
- Department
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Search or write
- Name
  Required
- Code
  Required
- Product Type
  Required
- Description
- Remarks
- Unit
  Required
- Sales Price
  Required
- Currency
  Required
- Vat
Action
Search or write
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- Person Id
- Label
  Required
Action
Write
- Subject
  Required
- Organization
- Contact Person
- Person
- Deal
- Lead
- Is done?
- Type
  Required
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- File to upload
  Required
- Filename
  Required
- Deal
- Person
- Organization
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Invoice Title
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Amount (line item support)
  Required
- Currency
- Source Channel
Action
Write
- Name
  Required
- Owner
- Address
Action
Write
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
Action
Write
- Invoice Title
- Project_id
- Description (line item support)
- Is done?
- Due Date
- Assignee
- Parent Task
Action
Write
- Person Id
- Invoice Title
- Deal Status
- Stage in Pipeline
- Contact Person
- Organization
- Person
- Value
- Currency
Action
Write
- Person Id
- Owner
- Name
  Required
- Address
Action
Write
- Person Id
- Invoice Title
- Board ID
  Required
- Project Phase
  Required
- Description (line item support)
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- HTTP Method
  Required
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Term to search for
  Required
- Search for an Exact Match?
- Assignee
- Project_id
- Is done?
Action
Search
- Subject
  Required
- Search Type
- Contact Person
- Type
  Required
- Filter_id
  Required
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Search or write
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
- Invoice Title
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Contact Person
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Address
Action
Search or write
- Term to search for
  Required
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
Action
Search or write

Learn how to automate bexio on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

Related categories

Accounting

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zendesk Sell

CRM (Customer Relationship Management)

Agile CRM

CRM (Customer Relationship Management)

Connect bexio to Pipedrive on the world's largest no-code automation platform

Sign up with Google

Explore bexio + Pipedrive Integrations

google-sheets

Explore bexio + Pipedrive Integrations

google-sheets