Create and update Rocket Referrals contacts for new Pipedrive activities
Stay on top of your client relationships with this Pipedrive and Rocket Referrals automation. Whenever a new activity occurs in Pipedrive, this workflow will create or update a contact in Rocket Referrals, ensuring your contact list is always current. Spend less time managing your contacts and more time focusing on providing exceptional service to your clients.
Stay on top of your client relationships with this Pipedrive and Rocket Referrals automation. Whenever a new activity occurs in Pipedrive, this workflow will create or update a contact in Rocket Referrals, ensuring your contact list is always current. Spend less time managing your contacts and more time focusing on providing exceptional service to your clients.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Contact
Creates or updates a contact.
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