Add Pipedrive people as new ClientSuccess contacts
When this happensStep 1: New Person
Then do thisStep 2: Create Contact
This integration makes it easier to manage contacts across systems. Whenever a new person is added to Pipedrive, Zapier will create that person as a contact in ClientSuccess, leaving you with more time to focus on generating more leads.
How this Pipedrive - ClientSuccess integration works
- A new person is added to Pipedrive
- Zapier creates a contact in ClientSuccess