Pipedrive + Workiz
Create new jobs in Workiz for every new deal in Pipedrive
When a new deal is established in Pipedrive, save time and minimize manual errors with this workflow that instantly creates a job in Workiz. It simplifies your sales process, ensuring that every deal in Pipedrive immediately translates into a tangible task in your Workiz account, hence enhancing your project management efficiency. You'll be able to devote more time to making sales and less on administrative tasks.
When a new deal is established in Pipedrive, save time and minimize manual errors with this workflow that instantly creates a job in Workiz. It simplifies your sales process, ensuring that every deal in Pipedrive immediately translates into a tangible task in your Workiz account, hence enhancing your project management efficiency. You'll be able to devote more time to making sales and less on administrative tasks.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Job
Schedules a new job in your Workiz account.
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