easybill + Pipedrive Integration

Integrate easybill to Pipedrive in one click, or tell Integrately AI how you want each customer handled. Create deals and contacts, update your CRM records, and track revenue automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • easybill
    Document is completed in easybill Instant
  • easybill
    Document is created in easybill Instant
  • easybill
    Document is updated in easybill Instant
  • easybill
    Document is deleted in easybill Instant
  • easybill
    Payment record is created in easybill Instant
  • easybill
    Payment record is deleted in easybill Instant
  • easybill
    Invoice item is deleted in easybill Instant
  • easybill
    Invoice item is created in easybill Instant
  • easybill
    Invoice item is updated in easybill Instant
  • easybill
    Contact is created in easybill Instant
  • easybill
    Contact is updated in easybill Instant
  • easybill
    Contact is deleted in easybill Instant
  • easybill
    Customer is created in easybill Instant
  • easybill
    Customer is updated in easybill Instant
  • easybill
    Customer is deleted in easybill Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
Arrow Right
2.
  • easybill
    Create Customer in easybill
  • easybill
    Search Customers in easybill
  • easybill
    Delete Customer in easybill
  • easybill
    Create customer group in easybill
  • easybill
    Update customer in easybill
  • easybill
    Create document in easybill
  • easybill
    Create invoice item group in easybill
  • easybill
    Create invoice item in easybill
  • easybill
    Delete document in easybill
  • easybill
    Complete document in easybill
  • easybill
    Cancel document in easybill
  • easybill
    Create payment for document in easybill
  • easybill
    Delete payment in easybill
  • easybill
    Search payment record in easybill
  • easybill
    Update document in easybill
  • easybill
    Create contact in easybill
  • easybill
    Create task in easybill
  • easybill
    Search document in easybill
  • easybill
    Create project in easybill
  • easybill
    Send document in easybill
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for easybill + Pipedrive Integration

Capture customer details, organise invoices, keep your CRM updated, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + easybill Integration

Create easybill task for new Pipedrive deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in easybill to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Pipedrive? Well now there is!

With our integration between Pipedrive and easybill, creating task in easybill is now easier than ever. Whenever a deal is created in Pipedrive, you can automatically create a corresponding task in easybill to keep your team up-to-date.
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Pipedrive + easybill Integration

Create easybill contact for new Pipedrive person

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new easybill contact and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Pipedrive + easybill Integration

Create easybill task for new Pipedrive person

Pipedrive and easybill are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Pipedrive, do you also create a task in easybill? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your easybill + Pipedrive flow

Sync your billing and CRM data with email, spreadsheets, and messaging tools to keep your entire team aligned. Pick a combination and activate it in one click.

easybill
Pipedrive
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
E
P
G
When a document is created in easybill, create a deal in Pipedrive and send a notification email via Gmail
New easybill documents immediately generate corresponding deals in Pipedrive while dispatching confirmation emails through Gmail.
E
P
G
When a customer is created in easybill, create a person record in Pipedrive and send a welcome email in Gmail
New easybill customers appear instantly as Pipedrive contacts while receiving a welcome message via Gmail.
P
E
G
When a deal is created in Pipedrive, create a customer in easybill and send a setup email in Gmail
New Pipedrive deals automatically establish easybill customer profiles and trigger introductory emails via Gmail.

Supported triggers and actions for easybill and Pipedrive

Mix and match to build the exact automation you need

easybill
easybill Triggers & Actions
Instant
Document is completed in easybill
Triggers the automation when a particular document is completed
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Instant
Document is created in easybill
Triggers the automation when a new document is created
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Instant
Document is updated in easybill
Triggers the automation when a document is modified
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Instant
Document is deleted in easybill
Triggers the automation when a document is deleted
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Instant
Payment record is created in easybill
Triggers the automation when a payment record is created
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Instant
Payment record is deleted in easybill
Triggers the automation when a payment record is deleted
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Instant
Invoice item is deleted in easybill
Triggers the automation when an invoice item is deleted
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Instant
Invoice item is created in easybill
Triggers the automation when a new invoice item is created
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Instant
Invoice item is updated in easybill
Triggers the automation when an invoice item is updated
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Instant
Contact is created in easybill
Triggers the automation when a new contact is created
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Instant
Contact is updated in easybill
Triggers the automation when a contact is updated
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Instant
Contact is deleted in easybill
Triggers the automation when a contact is removed from the particular list
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Instant
Customer is created in easybill
Triggers the automation when a new customer is created
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Instant
Customer is updated in easybill
Triggers the automation when customer details are updated
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Instant
Customer is deleted in easybill
Triggers the automation when a customer is removed from the database
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Create Customer in easybill
Adds a new customer to the database
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Search Customers in easybill
Searches for customers
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Delete Customer in easybill
Removes a customer from the database
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Create customer group in easybill
Creates a new customer group
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Update customer in easybill
Updates a customer's information
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Create document in easybill
Generates a new document
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Create invoice item group in easybill
Group invoice items for streamlined billing
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Create invoice item in easybill
Generates and add a new item to an invoice
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Delete document in easybill
Removes a particular document from the system
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Complete document in easybill
Finalize and save a document with all necessary information included
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Cancel document in easybill
Cancels the particular document
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Create payment for document in easybill
Triggers the automation when payment is made against any document
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Delete payment in easybill
Deletes a payment record
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Search payment record in easybill
Searches for a payment record
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Update document in easybill
Updates a document
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Create contact in easybill
Adds a new contact to the database
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Create task in easybill
Creates a new task
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Search document in easybill
Locates and retrieves document based on search criteria
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Create project in easybill
Creates a new project
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Send document in easybill
Sends a particular document to a designated recipient
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with easybill + Pipedrive?

Streamline your sales and billing operations by connecting customer records, deals, and payment tracking across platforms.

What you can automate?
🔄
Sync new customers between sales and billing
Automatically create easybill customer profiles whenever a new person or organization is added in Pipedrive. Eliminate duplicate data entry across your business systems.
📄
Generate invoicing documents from deals
Trigger document creation in easybill the moment a deal reaches a specific stage in Pipedrive. Ensure billing initiates immediately upon closing.
💳
Track payment records and update deals
Update Pipedrive deal stages automatically when a payment record is created in easybill. Keep your sales team informed of financial milestones in real time.
🔀
Route workflows based on customer criteria
Apply conditional logic to handle different customer tiers or invoice amounts differently. Send high-value accounts through specialized processing tracks.
✏️
Keep contact information synchronized
Update customer details and contact records across easybill and Pipedrive whenever changes occur. Maintain consistent records in every system.
🔍
Search and match existing records
Check for existing customer profiles before creating new entries to prevent duplicates. Ensure clean database management across your software stack.
Manage document completion and tasks
Mark documents as completed or generate follow-up tasks in easybill when corresponding Pipedrive activities conclude. Keep operational steps organized.
📊
Extend your workflow to spreadsheets
Log all transaction details, deal updates, and customer creations into Google Sheets alongside your core apps. Maintain comprehensive backup logs automatically.
And much more...

Who is easybill + Pipedrive integration for?

Sales managers, finance teams, and business owners use this integration to connect invoicing with CRM pipelines and eliminate manual data entry.

Sales Directors
Sales Directors
Finance Managers
Finance Managers
Account Executives
Account Executives
Business Owners
Business Owners
Operations Specialists
Operations Specialists
Customer Success Leads
Customer Success Leads
📈
Sales Directors
You're tracking revenue targets across your sales pipeline, but your deal records only update when someone manually checks invoices, so your dashboard numbers are always a few hours behind — with this integration, every new billing update flows directly into your CRM and your data stays current.
💼
Finance Managers
You need to reconcile payments and issue documents as soon as deals close, but manual data transfers introduce human error and delays into your accounting workflow — this integration means every closed deal instantly generates accurate billing documents without manual re-typing.
🤝
Account Executives
You manage client relationships and depend on timely administrative setups after closing a deal, but waiting on back-office processing leaves clients waiting for onboarding — automating both apps means your customer records and documents are created the moment a deal moves forward.
📊
Business Owners
You oversee company operations and need clear visibility into sales and invoicing performance, but siloed systems force your team to spend hours copying customer data between apps — connecting these apps means your workflow runs automatically and administrative bottlenecks disappear.
⚙️
Operations Specialists
You coordinate administrative workflows between sales and finance departments, but keeping customer profiles synchronized across platforms is tedious and prone to omissions — this integration means customer records and documents update simultaneously across your entire stack.
📋
Customer Success Leads
You onboard new accounts and rely on complete customer profiles from day one, but missing billing details or delayed CRM entries disrupt your handover process — with this integration, complete customer data arrives instantly so you can begin onboarding right away.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate easybill + Pipedrive

Build and manage your easybill + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect easybill + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect easybill to Pipedrive?
Frequently Asked Questions
You can connect easybill to Pipedrive in 1 click using ready templates on Integrately or by asking Integrately AI to build the automation for you. It also integrates with tools like Slack, Gmail, and Google Sheets.
Can I automatically create a Pipedrive deal when an easybill customer is created?
Frequently Asked Questions
Can I connect easybill, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for easybill and Pipedrive?
Frequently Asked Questions
How does easybill handle customer and document sync here?
Frequently Asked Questions
How does Pipedrive manage deal and person updates in this integration?
Frequently Asked Questions
Do I need coding skills to automate easybill and Pipedrive?
Frequently Asked Questions
Is the easybill and Pipedrive integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect easybill or Pipedrive With 1500+ Other Apps

easybill
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Pipedrive
Popular Pipedrive Integrations
Sync Pipedrive with marketing, support, and scheduling platforms to manage your complete customer lifecycle.
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