Create new CompanyCam projects when new persons are added to Pipeline CRM
Automate your project management process with this efficient workflow. Whenever there's a new person in Pipeline CRM, a corresponding project is created in CompanyCam. This smooth workflow means no opportunities go unnoticed and every new potential client is tracked effectively, saving you time and boosting your team's productivity.
Automate your project management process with this efficient workflow. Whenever there's a new person in Pipeline CRM, a corresponding project is created in CompanyCam. This smooth workflow means no opportunities go unnoticed and every new potential client is tracked effectively, saving you time and boosting your team's productivity.
- When this happens...New Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
- automatically do this!Add Project
Creates a new project in your account.
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