Pipedrive + Sign In Scheduling
Create new Pipedrive persons whenever new appointments are booked in Sign In Scheduling
Streamline your client management process with this efficient workflow. Once a new appointment is booked in the Sign In Scheduling app, it instantly creates a new contact in Pipedrive. This seamless process not only saves time, but ensures your Pipedrive database remains up-to-date with latest client information. Get ready to enhance productivity and stay organized with this automation.
Streamline your client management process with this efficient workflow. Once a new appointment is booked in the Sign In Scheduling app, it instantly creates a new contact in Pipedrive. This seamless process not only saves time, but ensures your Pipedrive database remains up-to-date with latest client information. Get ready to enhance productivity and stay organized with this automation.
- When this happens...New Appointment Is Booked
Triggers when a new appointment (with a customer) is scheduled – either when you book it yourself in your Sign In Scheduling diary, or when a customer requests the booking on your booking page.
- automatically do this!Create Person
Creates a new person.
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