Sync client records with your sales CRM

When a new client is added in Aerion, automatically create or update a contact in Pipedrive so customer records remain accurate across systems.

Try:

See all Aerion + Pipedrive integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Aerion Explore Aerion →

Triggers

New client added

Fires when a new client is added in Aerion.

New project created

Fires when a new project is created in Aerion.

New time entry logged

Fires when a new time entry is logged in Aerion.

Timer started

Fires when a timer is started in Aerion.

Actions

Create client

Creates a new client in Aerion.

Create project

Creates a new project in Aerion.

Create time entry

Logs a new time entry in Aerion.

Start timer

Starts a timer in Aerion.

Pipedrive Explore Pipedrive →

Triggers

New contact or lead

Fires when a new contact or lead is added to Pipedrive.

Contact updated

Fires when a field on a contact changes in Pipedrive.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Pipedrive.

Deal won

Fires when a deal is marked won in Pipedrive.

Actions

Create or update contact

Creates or updates a contact in Pipedrive.

Create deal

Creates a new deal in Pipedrive.

Update record stage

Moves a deal or record to a new stage in Pipedrive.

Log activity

Logs a call, email, or note against a record in Pipedrive.

Log client time entries into CRM activity feeds When a new time entry is logged in Aerion, automatically log activity in Pipedrive to maintain a complete history of client interactions. See details

Set up time tracking projects when deals are won When a deal is won in Pipedrive, automatically create a project in Aerion so your team can begin logging billable work immediately. See details

See all Aerion + Pipedrive integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Sync client records with your sales CRM” between Aerion and Pipedrive?

Yes — describe it in the box above and Knit's Integrations Agent researches Aerion and Pipedrive's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why connect Aerion with Pipedrive?

Integrating Aerion with Pipedrive connects your sales success with operational execution, automatically creating project workspaces and logging billable time directly into customer records.

Can winning a deal automatically start project tracking?

Yes, when a sales opportunity status updates to deal won in Pipedrive, a matching client and project can be automatically created in Aerion.