Start new processes in Process Plan for new Pipedrive leads
Effortlessly streamline your sales process with this Pipedrive to Process Plan workflow. Whenever a new lead is added to Pipedrive, this automation starts a new process in Process Plan, ensuring your team can efficiently manage and track leads through every stage. Save time and maintain consistency by eliminating manual tasks, allowing your sales team to focus on building strong relationships and closing deals.
Effortlessly streamline your sales process with this Pipedrive to Process Plan workflow. Whenever a new lead is added to Pipedrive, this automation starts a new process in Process Plan, ensuring your team can efficiently manage and track leads through every stage. Save time and maintain consistency by eliminating manual tasks, allowing your sales team to focus on building strong relationships and closing deals.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Start a New Process
Starts a new process instance and populates it's fields.
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