membermate + Pipedrive
Create new membermate users from new Pipedrive leads and grant product access
Easily manage new Pipedrive leads by automatically creating a new Membermate user and granting them access to a product. This workflow streamlines the process of nurturing leads, saving you time and ensuring a seamless onboarding experience. Stay organized and efficient while boosting your sales process with this handy automation.
Easily manage new Pipedrive leads by automatically creating a new Membermate user and granting them access to a product. This workflow streamlines the process of nurturing leads, saving you time and ensuring a seamless onboarding experience. Stay organized and efficient while boosting your sales process with this handy automation.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Create New User (And Optionally Grant Access to a Product)
Create a new user / member in your memberarea. Additionally you can grant access to one or many products. If there already is a user with the given email address, no new account will be created, but access to the product(s) will be granted to the existing account.
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