Create Zoho Books customers from new Pipedrive leads
Effortlessly maintain your customer database by connecting Pipedrive and Zoho Books. With this workflow, every time a new lead emerges on Pipedrive, a customer will be created in Zoho Books, ensuring accurate records and saving you time. Streamline your sales and invoicing processes by automating the transfer of important lead information between your two favorite apps.
Effortlessly maintain your customer database by connecting Pipedrive and Zoho Books. With this workflow, every time a new lead emerges on Pipedrive, a customer will be created in Zoho Books, ensuring accurate records and saving you time. Streamline your sales and invoicing processes by automating the transfer of important lead information between your two favorite apps.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!Create Customer
Creates a new customer.
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