Create/update Trustmary contacts from new deal matching filters in Pipedrive
When there is a new deal matching filter in Pipedrive, a Trustmary contact will be created or updated automatically. As an example, you can create a filter for deals won and add the customer data to Trustmary.
When there is a new deal matching filter in Pipedrive, a Trustmary contact will be created or updated automatically. As an example, you can create a filter for deals won and add the customer data to Trustmary.
- When this happens...Deal Matching Filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
- automatically do this!Create/Update Contact
Creates a Contact
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