Create new Pipedrive deals from new Wealthbox CRM contacts
Effortlessly streamline your sales process with this powerful automation between Wealthbox CRM and Pipedrive. When a new contact is added to Wealthbox CRM, a deal will be created in Pipedrive, ensuring that your sales pipeline stays updated and organized. Say goodbye to manual data entry and hello to an efficient, seamless workflow that keeps your team focused on closing deals.
Effortlessly streamline your sales process with this powerful automation between Wealthbox CRM and Pipedrive. When a new contact is added to Wealthbox CRM, a deal will be created in Pipedrive, ensuring that your sales pipeline stays updated and organized. Say goodbye to manual data entry and hello to an efficient, seamless workflow that keeps your team focused on closing deals.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Deal
Creates a new deal.
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