Pennylane + Pipedrive
Create new Pennylane customers from new persons in Pipedrive
With this workflow, whenever a new contact is added in Pipedrive, their details are seamlessly transferred to Pennylane, creating a new customer profile. This automation facilitates smoother communication by ensuring your customer information is consistent and up-to-date across both platforms. No more manual data entry or juggling between applications; focus on fostering relationships and driving sales with streamlined customer management.
With this workflow, whenever a new contact is added in Pipedrive, their details are seamlessly transferred to Pennylane, creating a new customer profile. This automation facilitates smoother communication by ensuring your customer information is consistent and up-to-date across both platforms. No more manual data entry or juggling between applications; focus on fostering relationships and driving sales with streamlined customer management.
- When this happens...New Person
Triggers when a new person is created.
- automatically do this!Create Customer
Creates a new customer.
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