Update and manage WishList Member members whenever a new deal matching filter occurs in Pipedrive
Speed up your Pipedrive deal matching process with this useful automation. Once set up, this workflow will react to new deal matches in Pipedrive, updating or adding members correspondingly in your WishList Member app. Simplify your tasks by having your membership list updated in real time when a deal match occurs, saving you from manual data entry.
Speed up your Pipedrive deal matching process with this useful automation. Once set up, this workflow will react to new deal matches in Pipedrive, updating or adding members correspondingly in your WishList Member app. Simplify your tasks by having your membership list updated in real time when a deal match occurs, saving you from manual data entry.
- When this happens...Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
- automatically do this!Add or Update Member
Adds or updates a member in WishList Member.
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