Create QuoteCloud documents for new Pipedrive leads
Streamline your sales process by connecting Pipedrive and QuoteCloud. With this automation, every time a new lead is added in Pipedrive, a document is created in QuoteCloud instantly. This saves you valuable time, allows you to focus on building relationships with your leads, and efficiently manage your sales pipeline.
Streamline your sales process by connecting Pipedrive and QuoteCloud. With this automation, every time a new lead is added in Pipedrive, a document is created in QuoteCloud instantly. This saves you valuable time, allows you to focus on building relationships with your leads, and efficiently manage your sales pipeline.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Create Document
Creates a document with user details and proposal template and pricing information all potentially supplied.
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