Pipedrive

CRM

Daftra

Accounting

Integrations Pipedrive Daftra

Create integrations between Pipedrive and Daftra

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Add product to Daftra when New Deal in Pipedrive

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Add product to Daftra when New Note in Pipedrive

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Add product to Daftra when New Activity in Pipedrive

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Add product to Daftra when New Lead in Pipedrive

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Add product to Daftra when New Organization in Pipedrive

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Add product to Daftra when New Person in Pipedrive

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Add product to Daftra when New Project in Pipedrive

Actions and Triggers

Triggers

New Deal

Triggers when a new deal is created.

New Note

Triggers when a new note is created.

New Activity

Triggers when a new activity is created.

New Lead

Triggers when a Lead is created.

New Organization

Triggers when a new organization is created.

New Person

Triggers when a new person is created.

Actions

Create Person

Create a new person.

Find User

Finds a user by name, email, or id.

Find Deal

Finds a deal by any field. Optionally, create a deal if none are found.

Find Lead

Finds a lead by title or field value. Optionally, create a lead if none are found.

Create Deal

Creates a new deal.

Create Lead

Creates a new label.

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Pipedrive

Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.

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About Daftra

Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.

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