Pipedrive + Simpro

Create Pipedrive organizations from new simPRO company customers

Easily keep your sales pipeline organized by connecting simPRO to Pipedrive. With this workflow, whenever a new company customer is added in simPRO, a corresponding organization will be created in Pipedrive. Save time on manual data entry and ensure consistent information across both platforms, streamlining your sales process and improving team collaboration.

Easily keep your sales pipeline organized by connecting simPRO to Pipedrive. With this workflow, whenever a new company customer is added in simPRO, a corresponding organization will be created in Pipedrive. Save time on manual data entry and ensure consistent information across both platforms, streamlining your sales process and improving team collaboration.

  1. When this happens...
    SimproSimpro
    New Company Customer

    Triggers when a company customer is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Organization

    Creates a new organization.

    ActionWrite
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Supported triggers and actions

  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

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

    New Individual Customer

    Triggers when an individual customer is created.

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

    New Job

    Triggers when a job is created.

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

    New Quote

    Triggers when a quote is created.

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

    Company Customer Updated

    Triggers when a company customer is updated.

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

    Individual Customer Updated

    Triggers when an individual customer is updated.

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

    Job Updated

    Triggers when a job is updated.

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

    Quote Updated

    Triggers when a quote is updated.

    Trigger
    Instant
    Try It
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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simpro logo
simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

Related categories

  • Project Management