Cash Flow Portal + Pipedrive
Create or update Pipedrive persons whenever new or updated contacts appear in Cash Flow Portal
Manage your contacts effectively with this streamlined workflow between Cash Flow Portal and Pipedrive. Each time a contact is created or updated in Cash Flow Portal, the same information is seamlessly transferred to Pipedrive, creating a new or updated person entry. This process ensures your contact data remains consistent across both platforms, eliminating the need for double data entry and allowing for efficient customer relationship management.
Manage your contacts effectively with this streamlined workflow between Cash Flow Portal and Pipedrive. Each time a contact is created or updated in Cash Flow Portal, the same information is seamlessly transferred to Pipedrive, creating a new or updated person entry. This process ensures your contact data remains consistent across both platforms, eliminating the need for double data entry and allowing for efficient customer relationship management.
- When this happens...Create or Update Contact
Triggers when a contact is recently created or updated.
- automatically do this!Create Person
Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
- Free forever for core features
- 14 day trial for premium features & apps
Team
Try ItTeam
Try ItTeam
Try ItContact ID
Email address
Team
First name
Last name
Add tags
Remove tags
Note
Secondary email address
Phone number
Accreditation status
Show offerings
Marketing subscription
SMS consent
Street address line 1
Street address line 2
City
State/Province
Zip/Postal code
Country
UTM source
UTM medium
UTM campaign
UTM term
UTM content
UTM captured at
