Pipedrive + Rezdy
Create new Pipedrive people when new customers are created in Rezdy
This workflow streamlines your process for managing new customers. When a new customer is created in your Rezdy account, it initiates a corresponding process in Pipedrive by creating a new person. This saves time and ensures consistent data across both platforms, enhancing your CRM efficiency.
This workflow streamlines your process for managing new customers. When a new customer is created in your Rezdy account, it initiates a corresponding process in Pipedrive by creating a new person. This saves time and ensures consistent data across both platforms, enhancing your CRM efficiency.
- When this happens...Customer Created
Triggers when a new customer is created. This will also be triggered when an order is created for a new customer.
- automatically do this!Create Person
Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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- 14 day trial for premium features & apps
Customer Created
Triggers when a new customer is created. This will also be triggered when an order is created for a new customer.
Try ItOrder Updated
Triggers when an existing order is updated.
Try ItNew Activity
Triggers when a new activity is created.
Try ItNew Deal
Triggers when a new deal is created.
Try It
