Integrate ChargeDesk with Pipedrive

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between ChargeDesk and Pipedrive

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ChargeDesk Integrations

About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

About Pipedrive

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 process

ChargeDesk + Pipedrive Quick Connects

Want to explore ChargeDesk + Pipedrive quick connects for faster integration? Here’s our list of the best ChargeDesk + Pipedrive quick connects.

Explore quick connects

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Connect ChargeDesk + Pipedrive in easier way

It's easy to connect ChargeDesk + Pipedrive without coding knowledge. Start creating your own business flow.

Triggers
Charge Created

Triggers when a charge is created or imported.
Charge Failed

Triggers when a charge fails.
Charge Updated

Triggers when a charge is updated.
Customer Created

Triggers when a new customer is created.
Customer Updated

Triggers when a customer is updated.
Deal Matching Filter

Triggers every time a deal matches a Pipedrive filter.
New Activity

Triggers upon an addition of a new activity in Pipedrive.
New Deal

Triggers every time a new deal is created.
New Organization

Triggers when a new organization is created.
New Person

Triggers when a new person is added.
Organization Matching Filter

Triggers every time an organization matches a Pipedrive filter.
Person Matching Filter

Triggers whenever a person matches a Pipedrive filter.
Updated Deal

Triggers upon a updation in an existing deal.
Updated Organization

Triggers when changes are made in an existing organization.
Updated Person

Triggers when an existing contact is updated.

Actions
Create Activity

Creates a new activity.
Create Deal

Creates a new deal.
Create Note

Creates a new note.
Create Organization

Creates a new organization.
Create Person

Creates a new person.
Update Deal

Updates an existing deal.
Update Organization

Updates an existing organization.
Update Person

Updates an existing person.

How ChargeDesk & Pipedrive Integrations Work

Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Pipedrive as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from ChargeDesk to Pipedrive.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.