Create new customers in Housecall Pro from new deals in Pipedrive
This workflow initiates when a new deal is made in Pipedrive, creating a new customer in Housecall Pro. This automation streamlines your sales process by keeping your Pipedrive deals and Housecall Pro customer database interconnected. It effectively eliminates manual data entry, saves time, and ensures your customer information in Housecall Pro is always up-to-date whenever a new deal is sealed in Pipedrive.
This workflow initiates when a new deal is made in Pipedrive, creating a new customer in Housecall Pro. This automation streamlines your sales process by keeping your Pipedrive deals and Housecall Pro customer database interconnected. It effectively eliminates manual data entry, saves time, and ensures your customer information in Housecall Pro is always up-to-date whenever a new deal is sealed in Pipedrive.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Customer
Creates a new customer
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