Create Salesforce records from new Pipedrive filters with matching activities
Streamline your sales process by instantly creating Salesforce records when specific activities occur in Pipedrive. With this integration, whenever an activity matches your chosen filter in Pipedrive, a new record will be created in Salesforce, ensuring your data stays up-to-date and enabling seamless collaboration between your sales teams. Say goodbye to manual data entry and focus on closing deals with this efficient workflow.
Streamline your sales process by instantly creating Salesforce records when specific activities occur in Pipedrive. With this integration, whenever an activity matches your chosen filter in Pipedrive, a new record will be created in Salesforce, ensuring your data stays up-to-date and enabling seamless collaboration between your sales teams. Say goodbye to manual data entry and focus on closing deals with this efficient workflow.
- When this happens...Activity Matching Filter
Triggers when an activity matches a Pipedrive filter.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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