Create Wealthbox CRM events for new Pipedrive activities to streamline your workflow
Stay on top of your client engagements by creating events in Wealthbox CRM whenever there's new activity in Pipedrive. This automation streamlines your process, helping you stay organized and ensuring that every client interaction is documented in your CRM for easy reference. Save time and maintain accuracy by letting this workflow handle the task for you.
Stay on top of your client engagements by creating events in Wealthbox CRM whenever there's new activity in Pipedrive. This automation streamlines your process, helping you stay organized and ensuring that every client interaction is documented in your CRM for easy reference. Save time and maintain accuracy by letting this workflow handle the task for you.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Event
Creates a new event.
- Free forever for core features
- 14 day trial for premium features & apps