Pipedrive + PitBullTax Software
Create or update PitBullTax Software clients / prospects from new Pipedrive leads
Effortlessly create or update client and prospect records in PitBullTax Software when you receive new leads in Pipedrive. This automation streamlines the process, ensuring your leads are promptly updated in PitBullTax Software, helping you save time and maintain accurate records for better customer relationship management.
Effortlessly create or update client and prospect records in PitBullTax Software when you receive new leads in Pipedrive. This automation streamlines the process, ensuring your leads are promptly updated in PitBullTax Software, helping you save time and maintain accurate records for better customer relationship management.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating an existing one
- Free forever for core features
- 14 day trial for premium features & apps
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 PitBullTax Software
PitBullTax is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents and other tax professionals involved in IRS Tax Resolutions.