Add new Pipedrive notes as ClientSuccess engagement interactions
When this happensStep 1: New Note
Then do thisStep 2: Create Engagement Interaction
Never miss a new Pipedrive note and stop spending time on monotonous tasks with this integration! When a new note is added to Pipedrive, Zapier will create an engagement interaction in ClientSuccess automatically.
How this Pipedrive - ClientSuccess integration works
- A new note is added to Pipedrive
- Zapier creates a new engagement interaction in ClientSuccess