Create clients in ServiceM8 from new leads in Pipedrive for streamlined client management
Easily streamline your sales and client management process with this workflow that connects Pipedrive and ServiceM8. When a new lead is added in Pipedrive, a client is created in ServiceM8, saving you time and ensuring a smooth transition between your sales and service teams. Improve efficiency and keep all client information organized with this seamless integration.
Easily streamline your sales and client management process with this workflow that connects Pipedrive and ServiceM8. When a new lead is added in Pipedrive, a client is created in ServiceM8, saving you time and ensuring a smooth transition between your sales and service teams. Improve efficiency and keep all client information organized with this seamless integration.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Create Client
Creates a new client.
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