Circleback + Pipedrive
Create new Pipedrive notes from Circleback automations
Enhance your sales follow-up process when activities occur in Circleback. With this workflow, every time an automation is completed within Circleback, a new note gets created within Pipedrive. This helps in keeping track of your customer interactions and drive vital sales processes more efficiently.
Enhance your sales follow-up process when activities occur in Circleback. With this workflow, every time an automation is completed within Circleback, a new note gets created within Pipedrive. This helps in keeping track of your customer interactions and drive vital sales processes more efficiently.
- When this happens...Automations
Triggers when the selected Circleback automation step is run.
- automatically do this!Create Note
Creates a new note.
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About Circleback
Circleback provides AI-powered meeting notes and automations.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
