WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business
Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales processPipedrive Integrations
Pipedrive + GmailSend Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
Pipedrive + SlackReceive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
Pipedrive + TwitterAdd Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
It's easy to connect WHMCS + Pipedrive without coding knowledge. Start creating your own business flow.
Triggers whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
Creates a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing person.
WHMCS is a billing system which can be used in the web hosting industry. It is developed by WHMCompleteSpution, Inc. It is specifically created for hosting companies and developers to help them manage their billing process. It allows users to have different types of packages, customers, invoices, domains and provisioning of VPS, etc. It contains a lot of features which are necessary for a web hosting company to run their business better and improve the efficiency of their employees.
Pipedrive is an online management top that caters to sales and marketing activities. It provides a cloud-based spution for small to medium-sized businesses. It helps its users get organized by keeping their contacts, tasks, notes and other important information in one place. It also has other features such as project management, CRM and time tracking. The online management top can be integrated with eBay, Google Analytics and PayPal just like WHMCS.
Integration of WHMCS and Pipedrive is very useful especially when it comes to managing the client’s information. Both systems are compatible with each other so that data can be transferred from Pipedrive to a contact record in WHMCS. This way, all the relevant information about the client will be accessible on the same screen and can be updated from one source. In addition, Pipedrive can be used to send out mass mails to all the clients. With this feature, you can send out newsletters or notifications regarding changes in your server’s configuration, for example, without having to manually compose and send one email at a time.
WHMCS and Pipedrive are compatible with each other so there is no need to buy two systems for managing separate functionalities. This will save you money since you do not have to pay for two platforms. The integration of WHMCS and Pipedrive saves time as well since you only need to work with one program to get all the functionalities you need. You also get more efficient communication with your clients since the mailing top in Pipedrive can be used to send mass emails to all of them.
By integrating WHMCS and Pipedrive, you will get more benefits than if you use them separately. You will save time and money by choosing only one system and you will get more efficiency when it comes to communicating with your clients through the mailing top in Pipedrive. These are some examples that show how you can integrate two platforms into one spution in order to streamline your business processes.
The process to integrate WHMCS and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.