Create new Pipeline CRM people from GoCanvas submissions
Effortlessly streamline your lead management process with this workflow that connects GoCanvas and Pipeline CRM. When a new submission is received in GoCanvas, a new person will be created in Pipeline CRM, making it easy to manage and track leads. Save time and stay organized by automating this crucial part of your sales funnel.
Effortlessly streamline your lead management process with this workflow that connects GoCanvas and Pipeline CRM. When a new submission is received in GoCanvas, a new person will be created in Pipeline CRM, making it easy to manage and track leads. Save time and stay organized by automating this crucial part of your sales funnel.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
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