Create Process Street checklists for new Pipedrive organizations
Trigger a Process Street checklist when a new organization is added to Pipedrive, creating a fresh workflow to help you and your team keep track of each task involved when a new organization opportunity or deal comes up.
Trigger a Process Street checklist when a new organization is added to Pipedrive, creating a fresh workflow to help you and your team keep track of each task involved when a new organization opportunity or deal comes up.
- When this happens...New Organization
Triggers when a new organization is created.
- automatically do this!Run Workflow
Runs a workflow.
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