Pipedrive + Wealthbox CRM
Create notes in Pipedrive for new contacts in Wealthbox CRM
Easily keep track of new contacts in Wealthbox CRM by integrating it with Pipedrive. With this workflow, every time you add a new contact in Wealthbox CRM, a corresponding note will be created in Pipedrive, ensuring all relevant information is readily available. Streamline your customer management and boost productivity with this simple yet effective automation.
Easily keep track of new contacts in Wealthbox CRM by integrating it with Pipedrive. With this workflow, every time you add a new contact in Wealthbox CRM, a corresponding note will be created in Pipedrive, ensuring all relevant information is readily available. Streamline your customer management and boost productivity with this simple yet effective automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note
Creates a new note.
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