Update people in Pipedrive when new tasks are checked in Process Street
Keep your sales pipeline current and efficient with this seamless workflow. When you complete a task in Process Street, it initiates an update for a person's details in Pipedrive. This ensures your team always has the latest information at their fingertips, saving time and improving communication. You can focus more on closing deals instead of manual data entry.
Keep your sales pipeline current and efficient with this seamless workflow. When you complete a task in Process Street, it initiates an update for a person's details in Pipedrive. This ensures your team always has the latest information at their fingertips, saving time and improving communication. You can focus more on closing deals instead of manual data entry.
- When this happens...New Task Checked
Triggers when a task is checked off in a workflow.
- automatically do this!Update Person
Updates an existing person.
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