Create Workboard action items from new Pipedrive activities
Stay on top of your sales activities in Pipedrive and seamlessly manage tasks in Workboard with this efficient workflow. Whenever a new activity is added in Pipedrive, this automation will create a corresponding action item in Workboard, ensuring your sales and project management stay in sync without manual effort. Save time and maintain consistency across platforms with this streamlined integration.
Stay on top of your sales activities in Pipedrive and seamlessly manage tasks in Workboard with this efficient workflow. Whenever a new activity is added in Pipedrive, this automation will create a corresponding action item in Workboard, ensuring your sales and project management stay in sync without manual effort. Save time and maintain consistency across platforms with this streamlined integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Action Item
Create an action item in Workboard
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