Send new won leads on Myphoner to Pipeline CRM as new people
Success should accelerate your growth, not bog you down with admin tasks. Before you get started on that queue, set up this Myphoner-Pipeline CRM integration to take down that contact information behind the scenes as you move through those leads. It will trigger with won leads on Myphoner, creating a person on Pipeline CRM with the details from every new one you add from then on.
Success should accelerate your growth, not bog you down with admin tasks. Before you get started on that queue, set up this Myphoner-Pipeline CRM integration to take down that contact information behind the scenes as you move through those leads. It will trigger with won leads on Myphoner, creating a person on Pipeline CRM with the details from every new one you add from then on.
- When this happens...New Winner
Triggers when a lead is won.
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
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