A closed deal — instantly a customer in billing

As soon as a CRM deal closes as won, the scenario adds the organisation as a billing customer — if it isn't there yet.

  • A billing customer right after the deal closes
  • No manual copying or typos
  • Duplicate check: won't create a second one
  • No payment slips through
Pipedrive
Set it upScriptera

How it works

To create Pipedrive records from HaloPSA without manual input, use a ready-made scenario.

  1. Starts when: On deal updated
  2. Check: Current won time Not Equal to Previous
  3. If yes: Get organisation details
  4. Then: Search customer
  5. Check: Customer does not exist
  6. If yes: Continue with organisation data
  7. Then: Create customer

You can launch this HaloPSA + Pipedrive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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