New deals in pipedrive — Documents in ERPNext

The scenario catches new deals in pipedrive and creates documents in ERPNext. Runs on its own, no manual copying.

  • For every deal from pipedrive, a document is prepared in ERPNext.
  • Contracts and proposals are ready right away — the deal doesn't wait.
  • Zero manual paperwork assembly.
Pipedrive
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How it works

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

  1. Starts when: Pipedrive
  2. Then: Google Docs

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

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