Create or update IRIS KashFlow customers from new Pipedrive leads
Effortlessly manage your leads and customers by connecting Pipedrive and IRIS KashFlow. With this workflow, whenever a new lead is added to Pipedrive, the customer data is seamlessly updated or created in IRIS KashFlow. This ensures that your customer base remains organized and consolidated without any manual intervention. Stay focused on growing your business while this automation takes care of your customer data.
Effortlessly manage your leads and customers by connecting Pipedrive and IRIS KashFlow. With this workflow, whenever a new lead is added to Pipedrive, the customer data is seamlessly updated or created in IRIS KashFlow. This ensures that your customer base remains organized and consolidated without any manual intervention. Stay focused on growing your business while this automation takes care of your customer data.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Create/Update Customer
Create/Update Customer for Kashflow
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