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Integrate Pipedrive with Paymo

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

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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 Paymo

Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.

Paymo Integrations

Best Pipedrive and Paymo Integrations

  • Pipedrive Integration Paymo Integration

    Pipedrive + Paymo

    Create Client to Paymo from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Paymo Integration Create Client
  • Pipedrive Integration Paymo Integration

    Pipedrive + Paymo

    Create Task to Paymo from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Paymo Integration Create Task
  • Pipedrive Integration Paymo Integration

    Pipedrive + Paymo

    Create Task List to Paymo from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Paymo Integration Create Task List
  • Pipedrive Integration Paymo Integration

    Pipedrive + Paymo

    Create Expense to Paymo from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Paymo Integration Create Expense
  • Pipedrive Integration Paymo Integration

    Pipedrive + Paymo

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

    Pipedrive + {{item.actionAppName}}

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

It's easy to connect Pipedrive + Paymo 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 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.

  • New Client

    Triggers when a new client is created.

  • New Client Contact

    Triggers when a new client contact is created

  • New Invoice

    Triggers when a new invoice is created.

  • New Project

    Triggers when a new project is created.

  • New Report

    Triggers when a new report is created.

  • New Task

    Triggers when a new task is created.

  • New Task List

    Triggers when a new task list is created.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Task

    Triggers when a task is updated.

  • Updated Time Entry

    Triggers when a time entry 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 Person

    Updates an existing person.

  • Create Client

    Creates a client.

  • Create Expense

    Creates a expense.

  • Create Invoice

    Creates an invoice.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Task List

    Creates a task list.

  • Create Time Entry

    Creates a time entry.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Pipedrive & Paymo 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 Paymo 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 Paymo.

    (2 minutes)

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

Integration of Pipedrive and Paymo

Pipedrive?

Pipedrive is a sales top that allows small businesses to manage their leads, contacts, and accounts. It was founded in Estonia in 2010 by Heikki Vänttinen, Lauri Aalto, and Markus Bregman. The company now has offices in Tallinn, Tartu, New York, London, Bangalore, Hamburg, Helsinki, Oslo, and Stockhpm. Pipedrive is used by over 50,000 companies across the world.

Paymo?

Paymo is a cloud-based accounting software that can be integrated with Pipedrive so you can keep track of invoices, expenses, payments, and budgets. It provides instant visibility of sales pipelines, sales forecasts, and financials. Paymo helps you stay on top of your accounting data and provide reliable data for reporting purposes. Paymo integrates with Xero, Quickbooks Online, Intacct, NetSuite, and more.

How can Pipedrive integrate with Paymo?

The integration of Pipedrive with Paymo brings the fplowing benefits:

  • Sales forecasting. You can import data from paid invoices into Pipedrive to create custom reports via the data connections feature. This gives you accurate business intelligence to help you forecast future revenue performance.
  • Accounts receivable management. You can export all unpaid invoice details directly into Paymo to help you manage the payable assets of your business. This provides you with better contrp over your cash flow.
  • Financial reporting. When you integrate Pipedrive with Paymo, you can create custom reports directly within Pipedrive on your sales pipeline performance based on historical data. This ensures that you always have up-to-date information about the progress of your sales team’s performance. You can also create custom reports on your unpaid invoices in Paymo to compare performance against various metrics such as revenue per customer or number of active customers to evaluate your sales team’s performance.

Integration of Pipedrive and Paymo

In this section, we examine how you can integrate Pipedrive with Paymo. We begin by discussing how to ensure that both applications are ready for integration. Then, we discuss how to set up a connector between the two applications using the APIs provided by each vendor. We end this section by describing how you can manually connect the two applications using a CSV file. For simplicity’s sake, we assume that your Paymo account is already created and your billing settings are configured so that you can view all invoices within the application.

Ensure that both applications are ready for integration.

Create a new project in Paymo for this integration by going to the Account tab from the left navigation pane and clicking on Projects from the menu bar at the top of the screen. Click on Create a new project to start a new project. Provide a name for your project and click on Submit to continue creating a new project. Select a project type from the drop down menu and click on Submit again to continue creating a new project. Click on Details from the menu bar at the top of the screen and select Integration Settings from the drop down menu to access your integration settings page. Click on Add an app to add an integration for this project. Click on Pipedrive from the list of available integrations and click on Continue to continue integrating Pipedrive with Paymo. Click on Enable and then click on Save Changes to finish integrating Pipedrive with Paymo. Click on Pipedrive from the list of apps that you’ve enabled under Integration Settings and then click on Edit App Settings from the menu bar at the top of the screen to access your app settings. Click on Connectors from the left navigation pane and then click on Connector Settings from the right navigation pane to access your integration settings page. Click on Add an app to add an integration for this app. Click on Paymo from the list of available integrations and then click on Continue to continue integrating Paymo with Pipedrive. Click on Enable and then click on Save Changes to finish integrating Paymo with Pipedrive. Click on Paymo from the list of apps that you’ve enabled under Integration Settings and then click on Edit App Settings from the menu bar at the top of the screen to access your app settings. Expand Integrations in the left navigation pane and then expand Pipedrive in the right navigation pane to view all connectors that have been enabled for this integration. For each connector, specify whether it should be re-connected or not when you log into Paymo. Be aware that only one connector is enabled at a time so if you want both connectors to work simultaneously, leave this field empty so they are both enabled when you are logged into Paymo. Click on Update App Settings in the bottom right corner of your browser window when you are finished configuring these settings for each connector. For simplicity’s sake, we assume that you have chosen to leave both connectors enabled when logged into Paymo in step 4 above. To see which connectors are enabled when logged into Paymo in addition to specifying whether they should be re-connected when logged into Paymo in step 4 above, log into your Paymo account and then go to Integrations > Pipedrive Integration in the left navigation pane. Ensure that any connectors enabled when logged into Paymo are also enabled when logged into Pipedrive by going to Apps > Pipedrive Integration in the left navigation pane. Specify whether it should be re-connected when logged into Pipedrive when logged into Paymo in step 5 above by going to Apps > Pipedrive Integration > Integration Settings in the left navigation pane. Assign an owner for each connection between Pipedrive and Paymo by going to Apps > Pipedrive Integration > Connector Settings > Connection Details in the left navigation pane for each of them respectively. Subscribe to each connector by going to Apps > Pipedrive Integration > Connector Settings > Status in the left navigation pane for each one respectively. Create data connections between these applications using APIs provided by each vendor respectively by going through steps 6 through 8 below for each one respectively. 6. Go to your Pipedrive account and then go to Integrations > Data Connections in the left navigation pane to view all data connections that have been created by default between this application and other applications that allow data connections (for example, LinkedIn. 7. Go to your Paymo account and then go to Integrations > Data Connections in the left navigation pane to view all data connections that have been created by default between this application and other applications that allow data connections (for example, Stripe. 8. Go back to your Pipedrive account and then go through steps 6 through 8 above again (from step 6 onwards. for each data connection created automatically between this application and other applications that allow data connections (for example, LinkedIn. so that each one will be connected with a similar data connection automatically created automatically between this application and other applications that allow data connections (for example, Stripe. 9. For each data connection between this application and other applications that allow data connections (for example, LinkedIn), go through steps 6 through 8 above again (from step 6 onwards. so that each one will be connected with a similar data connection between this application and other applications that allow data connections (for example, Stripe. 10. Go back to your Paymo account and then go through steps 6 through 8 above again (from step 6 onwards. for each data connection created automatically between this application and other applications that allow data connections (for example, Stripe. so that each one will be connected with a similar data connection automatically created automatically between this application and other applications that allow data connections (for example, LinkedIn. 11. For each data connection between this application and other applications that allow data connections (for example, Stripe), go through steps 6 through 8 above again (from step 6 onwards. so that each one will be connected with a similar data connection between this application and other applications that allow data connections (for example, LinkedIn. 12. Go back to your Pipedrive account and then go through steps 6 through 8 above again (from step 6 onwards. so that each data connection between this application and other applications that allow data connections (for example, LinkedIn. will be connected with a similar data connection between this application and other applications that allow data connections (for example, Stripe. 13. For each data connection between this application and other applications that allow data connections (for example, Stripe), go through steps 6 through 8 above again (from step 6 onwards. so that each one will be connected with a similar data connection between this application and other applications that allow data connections (

The process to integrate Pipedrive and Paymo 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.