Add newly won Pipedrive customers to your Bonjoro To-Do list
Struggling to connect with new customers, or get that perfect handover from Sales to Client Services? Now with the help of Zapier, you can reach each and every one in the most personal and impactful way possible. This integration will add every new "Won" customer in Pipedrive to your Bonjoro To-Do list, so your client services team can record them a personal welcome.
Struggling to connect with new customers, or get that perfect handover from Sales to Client Services? Now with the help of Zapier, you can reach each and every one in the most personal and impactful way possible. This integration will add every new "Won" customer in Pipedrive to your Bonjoro To-Do list, so your client services team can record them a personal welcome.
- When this happens...Deal Matching Filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
- automatically do this!Create Task
Creates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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