Workiro + Pipedrive
Create Workiro welcome notes for new won PipeDrive deals
Great, you've won the deal! How does the customer know what to expect and what happens next? Create a Workiro note to welcome them to your services and manage their expectations.
Great, you've won the deal! How does the customer know what to expect and what happens next? Create a Workiro note to welcome them to your services and manage their expectations.
- When this happens...Updated Deal
Triggers when an existing deal is updated.
- automatically do this!Create Note
Creates a new note in Workiro.
- Free forever for core features
- 14 day trial for premium features & apps
About Workiro
Workiro gives you one place to store, share, and collaborate on your work. Including tasks, projects, documents, and electronic signatures.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
