HaloPSA and Pipedrive automations — Simple

Ready-made scenarios where HaloPSA and Pipedrive work for you (simple): pick one — a copy appears in your account and runs on its own.

41 scenarios

New deals in pipedrive — Customers in HaloPSA
New deals in pipedrive — Updating customers in HaloPSA
New activities in pipedrive — Customers in HaloPSA
Updated deals in Pipedrive — Customers in HaloPSA
New deals in Pipedrive — Tickets in HaloPSA
Stage change: deals in pipedrive — Customers in HaloPSA
New companies in pipedrive — Customers in HaloPSA
New activities in pipedrive — Updating customers in HaloPSA
New deals in Pipedrive — Users in HaloPSA
New deals in Pipedrive — Customers in HaloPSA
New activities in pipedrive — Customers in HaloPSA
New deals in Pipedrive — Updating customers in HaloPSA
New leads in Pipedrive — Users in HaloPSA
Found: contacts in Pipedrive — Users in HaloPSA
New customers in HaloPSA — Notes in Pipedrive
New contacts in Pipedrive — Users in HaloPSA
New deals in Pipedrive — Customers in HaloPSA
New users in HaloPSA — Leads in Pipedrive
New customers in HaloPSA — Leads in Pipedrive
New leads in Pipedrive — Customers in HaloPSA
Found: deals in Pipedrive — Users in HaloPSA
New customers in HaloPSA — Deals in Pipedrive
New users in HaloPSA — Finding contacts in Pipedrive
Updated customers in HaloPSA — Contacts in Pipedrive
New contacts in Pipedrive — Customers in HaloPSA
Found: deals in Pipedrive — Customers in HaloPSA
New users in HaloPSA — Deleting contacts in Pipedrive
New users in HaloPSA — Deals in Pipedrive
Updated contacts in Pipedrive — Users in HaloPSA
Found: contacts in Pipedrive — Customers in HaloPSA
Found: deals in Pipedrive — Deleting users in HaloPSA
Updated contacts in Pipedrive — Updating customers in HaloPSA
New customers in HaloPSA — Contacts in Pipedrive
New customers in HaloPSA — Finding contacts in Pipedrive
New users in HaloPSA — Contacts in Pipedrive
New companies in Pipedrive — Customers in HaloPSA
New contacts in Pipedrive — Updating customers in HaloPSA
New users in HaloPSA — Updating contacts in Pipedrive
New customers in HaloPSA — Companies in Pipedrive
New customers in HaloPSA — Updating contacts in Pipedrive
Contacts from Pipedrive — as users in HaloPSA