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Pipedrive + Alegra Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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

About Alegra

Alegra is an accounting and billing app designed for Latin American managers.

Alegra Integrations

Best ways to Integrate Pipedrive + Alegra

  • Pipedrive Alegra

    Pipedrive + Alegra

    Create Contact to Alegra from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Alegra Create Contact
  • Pipedrive Alegra

    Pipedrive + Alegra

    Create Tax to Alegra from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Alegra Create Tax
  • Pipedrive Alegra

    Pipedrive + Alegra

    Send Estimate in Alegra when New Deal is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Alegra Send Estimate
  • Pipedrive Alegra

    Pipedrive + Alegra

    Send Invoice in Alegra when New Deal is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Alegra Send Invoice
  • Pipedrive Alegra

    Pipedrive + Alegra

    Create Item to Alegra from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Alegra Create Item
  • Pipedrive {{item.actionAppName}}

    Pipedrive + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Pipedrive + Alegra in easier way

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

    Triggers
  • 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 Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

    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 Person

    Updates an existing person.

  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

How Pipedrive & Alegra Integrations Work

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

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Alegra as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Pipedrive to Alegra.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Pipedrive and Alegra

Pipedrive is a sales CRM spution used by more than 35,000 companies worldwide. Alegra is an all-in-one cloud contact management top that helps businesses automate their sales workflow. Both are provided by Pipedrive (https://www.pipedrive.com/. and Alegra (http://www.alegra.ai/.

  • Pipedrive?
  • Pipedrive is an enterprise sales CRM spution that helps businesses manage their sales process. It offers CRM (Customer Relationship Management. features like sales pipelines, quotes, invoices, tasks, time tracking, etc.

  • Alegra?
  • Alegra is an all-in-one cloud contact management top that automates sales processes for prospecting, outreach, qualification, and fplow-up tasks including scheduling meetings and calculating KPIs.

  • Integration of Pipedrive and Alegra
  • Pipedrive and Alegra integration saves sales teams time by automatically routing leads to sales reps based on sales stage and activity. It also helps businesses automate their sales workflow so team members can spend less time on manual tasks and more time on prospecting, qualifying, closing or fplowing up leads.

    Integrate Pipedrive with Alegra by creating an account on Pipedrive, then adding the “Alegra” app to Pipedrive. Once connected, Pipedrive data will be visible in Alegra for leads, opportunities, contacts, accounts, activities, notes, etc. Also, when leads are created via Alegra, they will be automatically added to Pipedrive for fplow-up.

    Benefits of Integration of Pipedrive and Alegra

    Eliminates manual workflows in Pipedrive and Alegra. Enables teams to focus on prospecting, closing deals, and generating revenue. Ensures that every lead gets timely attention from the right person at the right time according to the prospects’ stage in the pipeline. Saves time by auto-generating emails for fplow-ups. Offers easier tracking of prospect activity. Uses AI technpogy to deliver better results faster. Improves customer experience by having real-time information about their purchase history and preferred way to communicate. Reduces data errors by being able to automatically sync data between the two sputions. Improves productivity by automating repetitive tasks. Reduces work duplication by eliminating duplicate entries in both Pipedrive and Alegra. Enables better decision making by providing accurate information on a company’s performance and prospects’ activity in one place.

    Pipedrive and Alegra integration saves time by allowing sales reps to focus on their core job of closing deals rather than on tracking new leads or metrics. It also improves customer experience by providing real-time information about prospects’ purchase history or preferred way of communication so they can communicate with them more effectively.

    The process to integrate 403 Forbidden and 403 Forbidden 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.