Update Pipedrive deals when new contacts are added in Wealthbox CRM
Keep your sales pipeline up-to-date with this automation that seamlessly updates your Pipedrive deals whenever a new contact is added in Wealthbox CRM. Boost your sales efficiency and ensure your team always has the latest information at their fingertips with this easy-to-implement workflow, saving time and manual effort.
Keep your sales pipeline up-to-date with this automation that seamlessly updates your Pipedrive deals whenever a new contact is added in Wealthbox CRM. Boost your sales efficiency and ensure your team always has the latest information at their fingertips with this easy-to-implement workflow, saving time and manual effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Update Deal
Updates an existing deal.
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