Manage new Trevor.io insights by updating corresponding organizations in Pipedrive
Keep your client data consistent and updated with this workflow between Trevor.io and Pipedrive. Whenever a new insight result is detected in Trevor.io, corresponding organization details in Pipedrive are immediately refreshed. This seamless integration enables you to focus more on strategic decisions, while reducing manual data organization.
Keep your client data consistent and updated with this workflow between Trevor.io and Pipedrive. Whenever a new insight result is detected in Trevor.io, corresponding organization details in Pipedrive are immediately refreshed. This seamless integration enables you to focus more on strategic decisions, while reducing manual data organization.
- When this happens...New Insight Result
Triggers when a new result is available for a selected insight.
- automatically do this!Update Organization
Updates an existing organization.
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