Pipedrive + The Customer Factor
Create new Pipedrive deals when new prospects emerge in The Customer Factor
Streamline your sales process by automatically turning newly identified prospects in The Customer Factor into actionable deals in Pipedrive. This seamless workflow saves you time entering data manually, and ensures you never miss an opportunity to convert a promising lead into a successful deal.
Streamline your sales process by automatically turning newly identified prospects in The Customer Factor into actionable deals in Pipedrive. This seamless workflow saves you time entering data manually, and ensures you never miss an opportunity to convert a promising lead into a successful deal.
- When this happens...New Prospect
Triggers when you add a new prospect in The Customer Factor.
- automatically do this!Create Deal
Creates a new deal.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It
