Create/update Trustmary contacts from new activity matching filters in Pipedrive
Use this template to integrate customer data from Pipedrive to Trustmary based on new activity filters. In order to set up the integration, you need to create an activity filter in Pipedrive.
Use this template to integrate customer data from Pipedrive to Trustmary based on new activity filters. In order to set up the integration, you need to create an activity filter in Pipedrive.
- When this happens...Activity Matching Filter
Triggers when an activity matches a Pipedrive filter.
- automatically do this!Create/Update Contact
Creates a Contact
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