Pipedrive + Privyr
Create new Privyr clients from new people in Pipedrive
Streamline your client management process with this efficient workflow. When a new person is added in Pipedrive, their information is instantly sent to Privyr to create a new client profile. This ensures your client data is always up to date across your tools, saving you manual data entry time and allowing you to focus more on building customer relationships.
Streamline your client management process with this efficient workflow. When a new person is added in Pipedrive, their information is instantly sent to Privyr to create a new client profile. This ensures your client data is always up to date across your tools, saving you manual data entry time and allowing you to focus more on building customer relationships.
- When this happens...New Person
Triggers when a new person is created.
- automatically do this!Create Client
Create a new client in your Privyr account
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