Create new Jobber clients from matching Pipedrive deals effortlessly
Streamline your workflow and save time with this automation. When a deal matches a specific criteria in your Pipedrive CRM, it will prompt the creation of a new client in your Jobber database. This keeps you organized and ensures you don't miss a single opportunity to expand your client base. Improve efficiency and ensure seamless data continuity between Pipedrive and Jobber with this efficient automation.
Streamline your workflow and save time with this automation. When a deal matches a specific criteria in your Pipedrive CRM, it will prompt the creation of a new client in your Jobber database. This keeps you organized and ensures you don't miss a single opportunity to expand your client base. Improve efficiency and ensure seamless data continuity between Pipedrive and Jobber with this efficient automation.
- When this happens...Deal Matching Filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
- automatically do this!Create Client
Creates a new client.
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