Create clients in Route the Service Platform for new activities in Pipedrive
Effortlessly streamline your client management process with this Pipedrive and Route the Service Platform integration. When new activity occurs in Pipedrive, this workflow will create a client in Route the Service Platform, ensuring your client information stays up-to-date and organized. Save valuable time and enhance your team's efficiency by automating this essential task.
Effortlessly streamline your client management process with this Pipedrive and Route the Service Platform integration. When new activity occurs in Pipedrive, this workflow will create a client in Route the Service Platform, ensuring your client information stays up-to-date and organized. Save valuable time and enhance your team's efficiency by automating this essential task.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Creates a client.
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