Create new Pipedrive persons for new Givebutter transactions
Keep your CRM system up-to-date and enhance your outreach efforts with this comprehensive workflow. When a new transaction is made within the Givebutter platform, a corresponding entry is created in the Pipedrive system, keeping your records consistent and accurate. Avoid manual entry and optimize your workflows, allowing you to focus on building stronger relationships and growing your business.
Keep your CRM system up-to-date and enhance your outreach efforts with this comprehensive workflow. When a new transaction is made within the Givebutter platform, a corresponding entry is created in the Pipedrive system, keeping your records consistent and accurate. Avoid manual entry and optimize your workflows, allowing you to focus on building stronger relationships and growing your business.
- When this happens...New Transaction
Triggers when a new transaction is created.
- automatically do this!Create Person
Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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- 14 day trial for premium features & apps
New Campaign
Triggers when a new campaign is created.
Try ItNew Transaction
Triggers when a new transaction is created.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Primary Email
Primary Phone
Primary Address Line 1
Primary Address Line 2
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Email
Type
Phone Number
Type
Address Line 1
Address Line 2
City
State
Country
Postal Code
Date of Birth
Company
Title
Twitter URL
LinkedIn URL
Facebook URL
Tags
Force Create
New Activity
Triggers when a new activity is created.
Try It