Delivra + Pipedrive
Add new Pipedrive persons to a category as contacts in Delivra
This workflow activates whenever a new individual is added to your Pipedrive system. It then swiftly extends your reach by including this person into a specific category in the Delivra system. This automation ensures every new contact from Pipedrive gains immediate visibility within Delivra, helping you manage and streamline your customer engagement efforts effectively. In this way, you save time and improve efficiency, as manual data transfer is entirely bypassed.
This workflow activates whenever a new individual is added to your Pipedrive system. It then swiftly extends your reach by including this person into a specific category in the Delivra system. This automation ensures every new contact from Pipedrive gains immediate visibility within Delivra, helping you manage and streamline your customer engagement efforts effectively. In this way, you save time and improve efficiency, as manual data transfer is entirely bypassed.
- When this happens...New Person
Triggers when a new person is created.
- automatically do this!Add Contact to Category
Add a given contact (by email address or ID) to a set of categories.
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