Pipedrive + Time To Pet
Create or update Pipedrive persons when new or updated clients are added to Time To Pet
This workflow ensures that when a new client is added or existing client information is updated in Time To Pet, a corresponding person is created in Pipedrive instantly. It simplifies the process of managing your client base by updating your sales pipeline directly from your pet sitting software. Following this workflow saves you time and helps to maintain confluence between your project management and sales strategies.
This workflow ensures that when a new client is added or existing client information is updated in Time To Pet, a corresponding person is created in Pipedrive instantly. It simplifies the process of managing your client base by updating your sales pipeline directly from your pet sitting software. Following this workflow saves you time and helps to maintain confluence between your project management and sales strategies.
- When this happens...Client Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
- automatically do this!Create Person
Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
- Free forever for core features
- 14 day trial for premium features & apps
New Client Created
Triggers when a new client is created in Time To Pet.
Try ItNew Staff Created
Triggers when a new Staff is added in your account.
Try ItStaff Created or Updated
Triggers when a staff is created or updated.
Try ItNew Activity
Triggers when a new activity is created.
Try It
New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItClient Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Try ItActivity filterRequired
Try ItCopy
FilterRequired
Deal status
Try It
