

Pipedrive and Planfact integration
Build smart, no-code workflows with Pipedrive and Planfact using triggers, actions, and AI logic—automate any process in minutes.
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for Planfact and Pipedrive integration
In Pipedrive and Planfact integration triggers start workflows when something happens, while actions make changes in response.
Triggers 17
Deal Matching Filter
Person Matching Filter
New Deal (Sales)
Counterparty changed
Actions 63
Update Deal
Create Deal
New counterparty
Update counterparty
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How to Connect Pipedrive to Planfact
Create powerful Pipedrive integration with Planfact in just a few simple steps.
Connect Pipedrive to Planfact
Log in to Albato, select Pipedrive and Planfact, and follow the quick setup steps—no coding required. Integrate Pipedrive with Planfact with just a few clicks!
Build a workflow for your Pipedrive and Planfact integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between Pipedrive and Planfact. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Planfact integration with Pipedrive
Pipedrive
Enhance your Pipedrive CRM experience with Albato's integration capabilities, connecting Pipedrive with 1,000+ popular applications. This powerful integration allows for seamless data flow between Pipedrive and essential tools like Sendinblue, WooCommerce, ActiveCampaign, Typeform, Webflow, RD Station, Shopify, and WordPress. Through Pipedrive's API, you can automate tasks such as searching for deal stages, managing pipelines, updating or creating users, organizations, and leads, ensuring your sales processes are more efficient than ever. With triggers like new or updated deals, organizations, and contacts, Albato's Pipedrive connector empowers sales teams to automate follow-ups and maintain timely communication with leads, all while keeping a close eye on sales performance for continuous improvement.
Categories
- CRM & ERP systems
Planfact
Enhance your financial and management accounting with PlanFact's integration with Albato. Automate and streamline your business processes by connecting PlanFact to your favorite apps, enabling seamless data synchronization and task automation. With available triggers like Project edited, New operation added, and Counterparty Edited, you can effortlessly manage accounts, counterparties, and goods. Actions such as New income operation, Create Product, and Edit invoice expand your capabilities, making it easier than ever to manage your finances and operations. Maximize efficiency and boost productivity by integrating PlanFact with Albato today.
Categories
- Accounting apps













