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.
- When this happens...Client Created or UpdatedWill be triggered whenever a Client has been created or when their profile details have been updated.
- automatically do this!Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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More things you can do with Time To Pet and Pipedrive
Discover other triggers and actions you can use with Time To Pet and Pipedrive
- New Client Created
Triggers when a new client is created in Time To Pet.
Try ItTriggerInstant - New Staff Created
Triggers when a new Staff is added in your account.
Try ItTriggerInstant - Staff Created or Updated
Triggers when a staff is created or updated.
Try ItTriggerInstant - New Activity
Triggers when a new activity is created.
Try ItTriggerInstant
- New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItTriggerInstant - Client Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Try ItTriggerInstant - Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling






