Integrate Billbee with Pipedrive

Send information between Billbee and Pipedrive automatically, without writing any code, using Zoho Flow.

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Create a new deal in Pipedrive for each new order placed in Billbee

Enable sales reps to view new orders through the creation of deals in your pipeline management tool instantly. This integration will set up a new deal in Pipedrive for every new order placed through Billbee.

How it works
  1. The flow triggers when a new order is created in Billbee.
  2. Zoho Flow creates a new deal in Pipedrive.
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Create a new deal in Pipedrive for each new order placed in Billbee

Billbee + Pipedrive

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Supported triggers and actions

Integrate Billbee and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order created

Triggers when a new order is created

Invoice created

Triggers when a new invoice is created

Shipment created

Triggers when an order is shipped

Customer created

Triggers when a new customer is created

Product created

Triggers when a new prodcut is created

Note updated

Triggers when an existing note is updated

Note added

Triggers when a new note is added

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Lead updated

Triggers when the details of an existing lead is updated

Deal updated

Triggers when the details of an existing deal is updated

Activity created

Triggers when a new activity is created

Organization created

Triggers when a new organization is created

Contact person updated

Triggers when the details of an existing contact person is updated

Deal created

Triggers when a new deal is created

Lead created

Triggers when a new lead is created

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when the details of an existing activity is updated

All Actions - Actions are the automated tasks

Create invoice

Creates an invoice for an existing order

Create product

Creates a new product

Create customer

Creates a new customer

Create order

Creates a new order

Update order status

Updates the status of an existing order

Update customer

Updates the details of an existing customer

Update customer address

Updates the details of an existing customer address

Fetch order

Fetches the details of an existing order using query

Fetch customer

Fetches the details of an existing customer by customer number

Update deal

Updates the details of an existing deal

Create notes

Creates a new note for the selected lead, deal, person, or organization

Create organization

Creates a new organization

Create product

Creates a new product

Create activity

Creates a new activity

Create contact person

Creates a new contact person for the selected organization

Create project

Creates a new project

Create lead

Creates a new lead

Create deal

Creates a new deal

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Update notes

Updates the details of an existing note

Update contact person

Updates the details of an existing contact person

Update activity

Updates the details of an existing activity

Update lead

Updates the details of an existing lead

Fetch user by name

Fetches the details of an existing user by name

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch deal by title

Fetches the details of an existing deal by title

Fetch product by name

Fetches the details of an existing product by name

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch activity

Fetches the details of an existing user activity

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch organization by ID

Fetches the details of an existing organization by ID

What is Billbee?

Billbee is an inventory management and order processing application for small and medium-sized businesses. It helps you create invoices, connect your online shop and marketplaces, and more.

E Commerce

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

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Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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