Create new Severa projects from matched deals in Pipedrive
This workflow fires when a deal matching your specified criteria occurs in Pipedrive, leading to the creation of a new project in Severa instantly. It's the perfect solution for those who need to streamline their sales to project conversion process, ensuring no time is wasted between closing a deal and initiating the relevant project. Improve your productivity and efficiency by implementing this seamless workflow.
This workflow fires when a deal matching your specified criteria occurs in Pipedrive, leading to the creation of a new project in Severa instantly. It's the perfect solution for those who need to streamline their sales to project conversion process, ensuring no time is wasted between closing a deal and initiating the relevant project. Improve your productivity and efficiency by implementing this seamless workflow.
- When this happens...Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
- automatically do this!Create Project
This is a hidden trigger, and is used in a Dynamic Dropdown of another trigger.
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