Update Octoboard numbers when new Pipedrive leads are created
Effortlessly keep your Octoboard dashboard updated with new Pipedrive leads using this convenient workflow. Once set up, every time a new lead is created in Pipedrive, their information will be sent to Octoboard to update the relevant number. This way, you can always track your leads' growth without manual intervention, streamlining your sales process and saving time.
Effortlessly keep your Octoboard dashboard updated with new Pipedrive leads using this convenient workflow. Once set up, every time a new lead is created in Pipedrive, their information will be sent to Octoboard to update the relevant number. This way, you can always track your leads' growth without manual intervention, streamlining your sales process and saving time.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Update Number
Update numeric value in Octoboard data source.
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