Create or update Pixie clients from new Pipedrive activities
Effortlessly keep your client information up to date with this Pipedrive-Pixie integration. Whenever there's a new activity in Pipedrive, this workflow will automatically create or update a client in Pixie, ensuring you always have the latest information at your fingertips. Say goodbye to manual data entry and save time by streamlining your CRM and practice management processes.
Effortlessly keep your client information up to date with this Pipedrive-Pixie integration. Whenever there's a new activity in Pipedrive, this workflow will automatically create or update a client in Pixie, ensuring you always have the latest information at your fingertips. Say goodbye to manual data entry and save time by streamlining your CRM and practice management processes.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
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