Add new PipelineDeals persons to FileInvite
When this happensStep 1: New Person
Then do thisStep 2: Create Person
Copying contact data from PipelineDeals to FileInvite can be repetitive, not to mention a huge waste of time. This Zapier template will improve your workflow. Set up this integration once, then every time a new PipelineDeals contact is created, a new contact person will be added to your FileInvite contacts.
Note: This Zapier integration will only add new PipelineDeals contacts to FileInvite; existing PipelineDeals contacts will not be imported.
How this PipelineDeals-FileInvite integration works
- New person is created under PipelineDeals account
- Zapier adds a new FileInvite contact person