Cash Flow Frog + Pipedrive
Create projections in Cash Flow Frog from new Pipedrive leads
When you add a new lead to Pipedrive, it means that you are hoping to convert them into a paying customer, and that should be reflected in your cash flow forecast. To achieve that, simply set up this Zap. Once you do, a cash flow projection will be automatically added to your forecast in Cash Flow Frog as soon as a new lead is added in Pipedrive.
When you add a new lead to Pipedrive, it means that you are hoping to convert them into a paying customer, and that should be reflected in your cash flow forecast. To achieve that, simply set up this Zap. Once you do, a cash flow projection will be automatically added to your forecast in Cash Flow Frog as soon as a new lead is added in Pipedrive.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Projection
Creates a cash flow projection
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