Create new Pipedrive deals from new Jobber clients
When a new client is added in Jobber, you want to ensure the potential deal is immediately pursued in Pipedrive. This workflow makes this a seamless process. Upon adding the client in Jobber, a deal is instantly created in Pipedrive. This ensures a streamlined process, leaving no room for missed opportunities and helps maintain an organized sales process.
When a new client is added in Jobber, you want to ensure the potential deal is immediately pursued in Pipedrive. This workflow makes this a seamless process. Upon adding the client in Jobber, a deal is instantly created in Pipedrive. This ensures a streamlined process, leaving no room for missed opportunities and helps maintain an organized sales process.
- When this happens...New Client
Triggers when a client is created.
- automatically do this!Create Deal
Creates a new deal.
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