Filter and create new Pipedrive persons as records in SugarCRM
Incorporate a seamless workflow between Pipedrive and SugarCRM with this handy automation. Whenever Pipedrive identifies a Person Matching Filter, it will immediately create a new record in the SugarCRM app. This setup eliminates manual data entry and ensures accurate information is relayed between systems swiftly and efficiently. Boost your productivity and maintain precise records with this efficient workflow management strategy.
Incorporate a seamless workflow between Pipedrive and SugarCRM with this handy automation. Whenever Pipedrive identifies a Person Matching Filter, it will immediately create a new record in the SugarCRM app. This setup eliminates manual data entry and ensures accurate information is relayed between systems swiftly and efficiently. Boost your productivity and maintain precise records with this efficient workflow management strategy.
- When this happens...Person Matching Filter
Triggers when a person matches a Pipedrive filter.
- automatically do this!Create Record
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
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