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Moneybird
Pipedrive CRM

Moneybird and Pipedrive CRM integrations

Connecting Moneybird and Pipedrive CRM on Make
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Connect Moneybird and Pipedrive CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Moneybird and Pipedrive CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Categories
CRM
Invoicing & Accounting
Pipedrive

Build your Moneybird and Pipedrive CRM integrations.

Create custom Moneybird and Pipedrive CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
Moneybird
Add an Invoice Attachment

Adds an attachment to a specified invoice.

Action
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action
Moneybird
Cancel a Subscription

Cancels the subscription. Stops the recurring sales invoice for the contact. Optionally you can provide an end date to stop the subscription on a future date.

Action
Moneybird
Create a Contact

Creates a new contact.

Action

Popular Moneybird and Pipedrive CRM workflows.

Looking to get more out of Moneybird and Pipedrive CRM? With Make you can visually integrate Moneybird and Pipedrive CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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