Create notes in Sierra Interactive for new leads in Pipedrive
Effortlessly manage your leads with this seamless workflow between Pipedrive and Sierra Interactive. When a new lead is added in Pipedrive, a note will be created in Sierra Interactive to keep track of valuable information. Save time and ensure your leads are well-documented by setting up this efficient automation.
Effortlessly manage your leads with this seamless workflow between Pipedrive and Sierra Interactive. When a new lead is added in Pipedrive, a note will be created in Sierra Interactive to keep track of valuable information. Save time and ensure your leads are well-documented by setting up this efficient automation.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Create Note
Add a Note to the lead's history.
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