Econodata + Ramper Pipeline
Create task organizations in Ramper Pipeline for new companies sent from Econodata
Stay coordinated and efficient by streamlining your business processes between Econodata and Ramper Pipeline. When a company is sent within the Econodata app, this automation will promptly create a task in the organization section of Ramper Pipeline. This workflow ensures you don't miss any critical data, keeping you organized and saving you time for more significant tasks.
Stay coordinated and efficient by streamlining your business processes between Econodata and Ramper Pipeline. When a company is sent within the Econodata app, this automation will promptly create a task in the organization section of Ramper Pipeline. This workflow ensures you don't miss any critical data, keeping you organized and saving you time for more significant tasks.
- When this happens...Company Sent
Sending a new Company from Econodata.
- automatically do this!Create Task Organization (Adicionar Tarefa - Organização)
Create a Task for a Organization (Adiciona Tarefa para uma Organização)
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Company Sent
Sending a new Company from Econodata.
Try ItTagsRequired
CNPJ
Website
E-mail Address
My Tasks Created (Minhas Tarefas Adicionadas)
Triggers when a new Task is created to yourself (Executado quando uma Tarefa é adicionada para você).
Try ItOpportunities Created (Oportunidades Criadas)
Triggers when a Opportunity is created (Executado quando uma Oportunidade for criada.
Try It
CNPJ
Site
E-mail
Person Created (Pessoa Adicionada)
Triggers when a new Person is created (Executado quando uma Pessoa é adicionada).
Try ItEtapaRequired
Try ItOpportunities Lost (Oportunidades Perdidas)
Triggers when a Opportunity is set as lost (Executa quando uma Oportunidade entrar na Etapa perdida).
Try It
