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Add new leads in CLOSUM when persons are updated in Pipedrive
Make your sales process more efficient and stay organized with this useful workflow. Every time a person's details are updated in Pipedrive, a new lead gets created in the CLOSUM app. This ensures all your sales information remains current and accessible, letting you focus on building strong relationships with your leads.
- When this happens...Updated PersonTriggers when an existing person is updated.
- automatically do this!Add LeadAdd a new lead to account
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More things you can do with Pipedrive and CLOSUM
Discover other triggers and actions you can use with Pipedrive and CLOSUM
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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