Bexio Pipedrive Data Transfer App
free

Bexio Pipedrive Data Transfer App

by what. AG

free
free

Reduce manual work & focus on the tasks that matter by automatically moving contacts & organisations from Bexio to Pipedrive or vice versa in 1 click

Other use cases

App screenshot
This app is either entirely free or offers some features for free. There may be limits on how much you can use certain features for free, and you might need to open paid account to access all features.

Description

Use this integration to move your contact and organisation information from Pipedrive to Bexio, or Bexio to Pipedrive, in one click.

  • Bulk import Bexio contacts and organisations to Pipedrive or vice versa
  • Contact name, email and phone is transferred
  • Organisation name, email, phone number and address is transferred

Please note that other contact/organisation fields and custom fields are not transferred. Contacts and organisation links will also not be transferred.

Looking for more? At what., we can develop custom Pipedrive integrations to help improve your experience and usability with Pipedrive. We also offer Pipedrive consulting services, if you want to get even more out of your Pipedrive experience. Please get in touch for more information at [email protected]

Installation instructions

  1. Click "Install now" at the top of this page
  2. If you are not logged in to Bexio, you can log in or create a new account
  3. Select the Bexio account to use, then press “Continue”
  4. Your data will now be synced

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