Update Customer Fields for new Pipedrive activities
Keep your customer information up-to-date with this efficient workflow between Pipedrive and Customer Fields. When a new activity occurs in Pipedrive, it will trigger an update to the corresponding customer's details in the Customer Fields app. This seamless connection ensures precise customer data management with minimal manual effort, enhancing your sales and support processes.
Keep your customer information up-to-date with this efficient workflow between Pipedrive and Customer Fields. When a new activity occurs in Pipedrive, it will trigger an update to the corresponding customer's details in the Customer Fields app. This seamless connection ensures precise customer data management with minimal manual effort, enhancing your sales and support processes.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Customer
Update a customer by ID.
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