Create new Workamajig companies from incoming Pipedrive leads
Effortlessly keep your sales pipeline and client database updated with this Pipedrive to Workamajig workflow. When a new lead is added in Pipedrive, this automation will create a company in Workamajig, eliminating the need for manual data entry. Save time, maintain accuracy, and ensure your team has the most up-to-date client information at their fingertips.
Effortlessly keep your sales pipeline and client database updated with this Pipedrive to Workamajig workflow. When a new lead is added in Pipedrive, this automation will create a company in Workamajig, eliminating the need for manual data entry. Save time, maintain accuracy, and ensure your team has the most up-to-date client information at their fingertips.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Create Company
Creates a new company.
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