Create new customers in Severa for updated deal matching filters in Pipedrive
Boost your sales efficiency with this versatile workflow between Pipedrive and Severa. Whenever a deal matches your predefined filter in Pipedrive, the system will instantly generate a new customer in Severa. This automation tracks your leads effectively and helps maintain a well-organized and streamlined sales process. Increase your sales productivity, save time and focus on what matters most- growing your business.
Boost your sales efficiency with this versatile workflow between Pipedrive and Severa. Whenever a deal matches your predefined filter in Pipedrive, the system will instantly generate a new customer in Severa. This automation tracks your leads effectively and helps maintain a well-organized and streamlined sales process. Increase your sales productivity, save time and focus on what matters most- growing your business.
- When this happens...Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
- automatically do this!Create Customer
Creates a new Customer.
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