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

Shipment created

Triggers when an order is shipped

Product created

Triggers when a new prodcut is created

Customer created

Triggers when a new customer is created

Invoice created

Triggers when a new invoice is created

Deal updated

Triggers when any detail of an existing deal is updated

Organization created

Triggers when a new organization is created

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Deal created

Triggers when a new deal is created

Note updated

Triggers when an existing note is updated

Note added

Triggers when a new note is added

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Pipeline stage created

Triggers when a new pipeline stage is created

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create order

Creates a new order

Create invoice

Creates an invoice for an existing order

Create customer

Creates a new customer

Update customer

Updates the details of an existing customer

Update customer address

Updates the details of an existing customer address

Update order status

Updates the status of an existing order

Fetch order

Fetches the details of an existing order using query

Fetch customer

Fetches the details of an existing customer by customer number

Create deal

Creates a new deal

Create contact person

Creates a new contact person for the selected organization

Create lead

Creates a new lead

Create activity

Creates a new activity

Create organization

Creates a new organization

Create product

Creates a new product

Update deal

Updates the details of an existing deal

Create notes

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

Update organization

Updates the details of an existing organization

Update lead

Updates the details of an existing lead

Update notes

Updates the details of an existing note

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update activity

Updates the details of an existing activity

Fetch person by email address

Fetches the details of an existing person by email address

Fetch product by name

Fetches the details of an existing product by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch activity

Fetches the details of an existing user activity

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 person by phone number

Fetches the details of an existing person by phone number

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch person by name

Fetches the details of an existing person record by name

Fetch organization by name

Fetches the details of an existing organization by name

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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