Create Wave customers from new Pipedrive activity matching filters
Easily streamline your sales and accounting processes with this workflow. When a new activity matches a specified filter in Pipedrive, a customer is created in the Wave app. This automation saves you time and ensures that your sales and financial records are consistent and up-to-date.
Easily streamline your sales and accounting processes with this workflow. When a new activity matches a specified filter in Pipedrive, a customer is created in the Wave app. This automation saves you time and ensures that your sales and financial records are consistent and up-to-date.
- When this happens...Activity Matching Filter
Triggers when an activity newly matches a Pipedrive filter for the first time.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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