Filter and manage new Pipedrive deals by creating or updating people in Customer.io
Whenever a new deal passes your specified filter criteria in Pipedrive, this workflow ensures your Customer.io is promptly updated, creating or updating a person as needed. Streamline and simplify your customer management by reducing manual entry and potential errors, thereby maintaining accurate, up-to-date customer details. Utilize this seamless integration to help drive effective marketing strategies and better customer interactions.
Whenever a new deal passes your specified filter criteria in Pipedrive, this workflow ensures your Customer.io is promptly updated, creating or updating a person as needed. Streamline and simplify your customer management by reducing manual entry and potential errors, thereby maintaining accurate, up-to-date customer details. Utilize this seamless integration to help drive effective marketing strategies and better customer interactions.
- When this happens...Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
- automatically do this!Create or Update a Person
Creates a new person. If the person already exists, it will be updated.
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