Assign new leads in Pipedrive to tasks in Trainerize effortlessly
Streamline your lead management process by connecting Pipedrive and Trainerize with this efficient workflow. Whenever a new lead is added in Pipedrive, this automation will assign them to a trainer in Trainerize, ensuring a seamless and timely onboarding experience for your leads. Save time and keep your team organized by eliminating the need for manual data entry between the two apps.
Streamline your lead management process by connecting Pipedrive and Trainerize with this efficient workflow. Whenever a new lead is added in Pipedrive, this automation will assign them to a trainer in Trainerize, ensuring a seamless and timely onboarding experience for your leads. Save time and keep your team organized by eliminating the need for manual data entry between the two apps.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Assign To
Assigns a client to a trainer.
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