Create new Invoice2go clients from new Pipedrive deals
Secure new deals in Pipedrive and let this workflow do the rest. With each new deal, it instantly and accurately captures the details, then creates a new client in Invoice2go. The automation ensures seamless transfer of client information between both platforms, giving you more time to focus on closing deals and less on tedious administrative tasks.
Secure new deals in Pipedrive and let this workflow do the rest. With each new deal, it instantly and accurately captures the details, then creates a new client in Invoice2go. The automation ensures seamless transfer of client information between both platforms, giving you more time to focus on closing deals and less on tedious administrative tasks.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Client
Create a client in Invoice2go
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