Update Insightly records for new Pipedrive leads
Effortlessly keep your Pipedrive and Insightly records up-to-date with this seamless workflow. Whenever a new lead is added in Pipedrive, the corresponding record in Insightly will be updated automatically. This ensures that your sales and marketing teams always have the most accurate and current information at their fingertips, improving collaboration and efficiency across teams.
Effortlessly keep your Pipedrive and Insightly records up-to-date with this seamless workflow. Whenever a new lead is added in Pipedrive, the corresponding record in Insightly will be updated automatically. This ensures that your sales and marketing teams always have the most accurate and current information at their fingertips, improving collaboration and efficiency across teams.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Update Record
Updates a Record
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