Create or update PEP Cloud clients from new Pipedrive activities
Effortlessly keep your client information up-to-date with this automation between Pipedrive and PEP Cloud. Whenever a new activity occurs in Pipedrive, this workflow will create or update the corresponding client in PEP Cloud, ensuring your records are always accurate and consistent. Save time and minimize manual data entry by streamlining your client management process.
Effortlessly keep your client information up-to-date with this automation between Pipedrive and PEP Cloud. Whenever a new activity occurs in Pipedrive, this workflow will create or update the corresponding client in PEP Cloud, ensuring your records are always accurate and consistent. Save time and minimize manual data entry by streamlining your client management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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