Create Pipedrive activities for new Wealthbox CRM contacts
Stay on top of new opportunities with this efficient workflow that connects Wealthbox CRM and Pipedrive. Whenever a new contact is added in Wealthbox CRM, their information will be used to update an activity in Pipedrive, ensuring your sales teams are always informed and up-to-date. With this seamless connection between your CRM and sales platform, you'll never miss out on potential deals or waste time importing data manually.
Stay on top of new opportunities with this efficient workflow that connects Wealthbox CRM and Pipedrive. Whenever a new contact is added in Wealthbox CRM, their information will be used to update an activity in Pipedrive, ensuring your sales teams are always informed and up-to-date. With this seamless connection between your CRM and sales platform, you'll never miss out on potential deals or waste time importing data manually.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Activity
Updates an existing activity.
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