Create active clients in Radius Agent from new activities in Pipedrive
Effortlessly manage your contacts with this Pipedrive to Radius Agent workflow. Whenever a new activity is created in Pipedrive, an active client will be automatically added in Radius Agent, ensuring seamless transfer of information between the two platforms. Keep your client databases updated and stay on top of your relationships without manual entry.
Effortlessly manage your contacts with this Pipedrive to Radius Agent workflow. Whenever a new activity is created in Pipedrive, an active client will be automatically added in Radius Agent, ensuring seamless transfer of information between the two platforms. Keep your client databases updated and stay on top of your relationships without manual entry.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Active Client
Creates a new active Client
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