Create new Moneybird contacts from new people in Pipedrive
Keep your contact information up-to-date between Pipedrive and Moneybird with this workflow. Whenever a new person is added in Pipedrive, it will instantly create a new contact in Moneybird, thereby saving time and ensuring consistency across your sales and finance apps. This automated process streamlines data management and aids in maintaining organized, synchronized contact information.
Keep your contact information up-to-date between Pipedrive and Moneybird with this workflow. Whenever a new person is added in Pipedrive, it will instantly create a new contact in Moneybird, thereby saving time and ensuring consistency across your sales and finance apps. This automated process streamlines data management and aids in maintaining organized, synchronized contact information.
- When this happens...New Person
Triggers when a new person is created.
- automatically do this!Create Contact
Triggers when a new contact is created.
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