Katana + Pipedrive

Create new Katana customers from new Pipedrive people

When a new contact is added in Pipedrive, streamline your workflow by using this process to instantly create a customer in Katana. It's efficient and saves you valuable time. Maintain consistency and organize your customer details across both platforms effortlessly.

When a new contact is added in Pipedrive, streamline your workflow by using this process to instantly create a customer in Katana. It's efficient and saves you valuable time. Maintain consistency and organize your customer details across both platforms effortlessly.

  1. When this happens...
    PipedrivePipedrive
    New Person

    Triggers when a new person is created.

    TriggerScheduled
  2. automatically do this!
    KatanaKatana
    Create Customer

    Creates a customer.

    ActionWrite
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Supported triggers and actions

  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Activity filterRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
katana-mrp logo
katana-mrp logo

About Katana

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.
Learn more

Related categories

  • eCommerce
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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