Create Dubsado projects from new Pipedrive deals that match specific filters
Streamline your sales and project management processes with this efficient workflow between Pipedrive and Dubsado. When a deal matches a specific filter in Pipedrive, this automation will instantly create a new project in Dubsado. Keep your team focused on closing more deals while ensuring a seamless transition into project management, saving valuable time and effort.
Streamline your sales and project management processes with this efficient workflow between Pipedrive and Dubsado. When a deal matches a specific filter in Pipedrive, this automation will instantly create a new project in Dubsado. Keep your team focused on closing more deals while ensuring a seamless transition into project management, saving valuable time and effort.
- When this happens...Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
- automatically do this!Create Project
Creates a new project.
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