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Record new 3veta bookings as contact activities in Pipedrive
Never miss a detail about a customer with this integration. Whenever someone books a 3veta meeting with you, this Zap will search Pipedrive for that contact, and automatically add the details of the meeting to their activity. That way, you'll have the context of past meetings on hand without any manual searching!
- When this happens...New BookingTriggers when a customer books one of your services.
- automatically do this!Create ActivityCreates a new activity.
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More things you can do with 3veta and Pipedrive
Discover other triggers and actions you can use with 3veta and Pipedrive
- New Booking
Triggers when a customer books one of your services.
Try ItTriggerInstant - New Meeting
Triggers when provider creates a new meeting.
Try ItTriggerInstant - Update Meeting
Triggers when a meeting is rescheduled to a different start and end dates.
Try ItTriggerInstant - Meeting IDRequired
ActionSearch
- New Customer
Triggers when a customer joins a your meeting.
Try ItTriggerInstant - New Transaction
Triggers when a customers pays for a meeting, bookable service or payment link.
Try ItTriggerInstant - Customer IDRequired
ActionSearch- Activity filterRequired
Try ItTriggerPolling
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