Add new Pipedrive organizations as new ClientSuccess clients
When this happensStep 1: New Organization
Then do thisStep 2: Create Client
You use multiple software apps to manage the same set of clients. You’re a pro at getting the most out of each system to provide the best experience possible for them. Take that experience to the next level by using this integration. Whenever a new organization is created in Pipedrive, Zapier will create the client in ClientSuccess for you automatically.
How this Pipedrive-ClientSuccess integration works
- A new organization is created in Pipedrive
- Zapier creates a client in ClientSuccess