Create new PTminder clients from Pipedrive activities
Effortlessly manage your clients across Pipedrive and PTminder with this streamlined workflow. When a new activity occurs in Pipedrive, a client is created in PTminder, keeping your client list up-to-date without manual input. Stay organized and save time with this hassle-free solution for seamless client management.
Effortlessly manage your clients across Pipedrive and PTminder with this streamlined workflow. When a new activity occurs in Pipedrive, a client is created in PTminder, keeping your client list up-to-date without manual input. Stay organized and save time with this hassle-free solution for seamless client management.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Creates a Client in PTminder
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