Bind ERP + Pipedrive

Create new Pipedrive deals from new Bind ERP invoices

Ensure every new invoice generated in Bind ERP is efficiently managed with this integration that creates corresponding deals in Pipedrive. Instead of manually filling information for every transaction, this workflow automatically captures the details from each new invoice and makes a deal in Pipedrive. This saves time, eliminates the need for double entry and maintains a streamlined sales process. Better utilize your resources by letting this automated process handle the tedious tasks.

Ensure every new invoice generated in Bind ERP is efficiently managed with this integration that creates corresponding deals in Pipedrive. Instead of manually filling information for every transaction, this workflow automatically captures the details from each new invoice and makes a deal in Pipedrive. This saves time, eliminates the need for double entry and maintains a streamlined sales process. Better utilize your resources by letting this automated process handle the tedious tasks.

  1. When this happens...
    Bind ERPBind ERP
    New Invoice

    Triggers when a new Invoice is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

  • Bind ERP triggers, actions, and search

    New Invoice

    Triggers when a new Invoice is created.

    Trigger
    Instant
    Try It
  • Bind ERP triggers, actions, and search

    New Activity

    Triggers when a new activity is scheduled on the calendar.

    Trigger
    Instant
    Try It
  • Bind ERP triggers, actions, and search

    New Quote

    Triggers when a new quote is created.

    Trigger
    Instant
    Try It
    • TitleRequired

    • CommentRequired

    • Start DateRequired

    • End DateRequired

    • Event TypeRequired

    • Is PublicRequired

    • Is RepeatableRequired

    • Repetitions

    • Repeat Interval

    • Repeat Interval Length

    Action
    Write
  • Bind ERP triggers, actions, and search

    New Product

    Triggers when a new product is added.

    Trigger
    Instant
    Try It
  • Bind ERP triggers, actions, and search

    New Prospect

    Triggers when a new prospect is created.

    Trigger
    Instant
    Try It
  • Bind ERP triggers, actions, and search

    Update Inventory

    Triggers when a product's Inventory is updated.

    Trigger
    Instant
    Try It
    • NameRequired

    • Company

    • Email

    • Comments

    • Phone

    • Phone Extension

    • Is Public

    Action
    Write
bind-erp logo
bind-erp logo

About Bind ERP

Bind ERP is a management system that allows SMBs to take control of their business in an easy, accessible manner.

Related categories

  • Accounting
pipedrive logo
pipedrive logo

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

Related categories

  • CRM (Customer Relationship Management)

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