Create pipeline records in Bigin by Zoho CRM from new survey responses in Pointerpro
When a new survey response is captured in Pointerpro, this workflow creates a pipeline record in Bigin by Zoho CRM. Increase team efficiency and keep your CRM up-to-date by seamlessly transferring data between these applications. This automation ensures you can quickly respond to new survey information without manually updating your CRM system.
When a new survey response is captured in Pointerpro, this workflow creates a pipeline record in Bigin by Zoho CRM. Increase team efficiency and keep your CRM up-to-date by seamlessly transferring data between these applications. This automation ensures you can quickly respond to new survey information without manually updating your CRM system.
- When this happens...New Survey Response
Triggers when a new survey response is submitted.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
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