Create new persons in Pipedrive from new clients in Service Provider Pro
When a new client is added in Service Provider Pro, this workflow ensures their details are seamlessly added to Pipedrive as well. This allows for easier management of client data between the two platforms, saving you the time and effort of manual data entry. Enhance your customer relationship management with this efficient and streamlined process.
When a new client is added in Service Provider Pro, this workflow ensures their details are seamlessly added to Pipedrive as well. This allows for easier management of client data between the two platforms, saving you the time and effort of manual data entry. Enhance your customer relationship management with this efficient and streamlined process.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Person
Creates a new person.
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