Pipedrive + Microsoft SharePoint
Create folders in Microsoft SharePoint for updated deal stages in Pipedrive
Stay on top of your sales process with this efficient workflow. When you update a deal's stage in Pipedrive, a new folder springs up in Microsoft SharePoint. This workflow not only streamlines your data transition but it also neatly organizes your files, speeding up operations, and leaving more room for strategic tasks.
Stay on top of your sales process with this efficient workflow. When you update a deal's stage in Pipedrive, a new folder springs up in Microsoft SharePoint. This workflow not only streamlines your data transition but it also neatly organizes your files, speeding up operations, and leaving more room for strategic tasks.
- When this happens...Updated Deal Stage
Triggers when a deal's stage is updated.
- automatically do this!Create Folder
List all folders on a site
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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CRM (Customer Relationship Management)About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.