Add or update SegMetrics orders when new Pipedrive deals match filters
Effortlessly keep track of your Pipedrive deals and SegMetrics orders with this streamlined workflow. Whenever a deal matches a specified filter in Pipedrive, an order will be added or updated in SegMetrics. This way, you can stay organized and ensure that your sales and marketing data remains up-to-date across both platforms, saving you time and enhancing your efficiency.
Effortlessly keep track of your Pipedrive deals and SegMetrics orders with this streamlined workflow. Whenever a deal matches a specified filter in Pipedrive, an order will be added or updated in SegMetrics. This way, you can stay organized and ensure that your sales and marketing data remains up-to-date across both platforms, saving you time and enhancing your efficiency.
- When this happens...Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
- automatically do this!Add or Update an Order
Add an invoice or purchase for an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps