Create people in Pipeline CRM from new contacts in Seamless AI
Ensure a smooth flow of data between Seamless AI and Pipeline CRM with this handy workflow. Whenever a new contact is added in Seamless AI, it creates a corresponding person in Pipeline CRM, saving you the time and effort of manual data entry. This integration helps keep your CRM up-to-date, allowing you to focus more on managing relationships and less on managing data.
Ensure a smooth flow of data between Seamless AI and Pipeline CRM with this handy workflow. Whenever a new contact is added in Seamless AI, it creates a corresponding person in Pipeline CRM, saving you the time and effort of manual data entry. This integration helps keep your CRM up-to-date, allowing you to focus more on managing relationships and less on managing data.
- When this happens...New Contact
Triggers when a new "My Contact" is researched in Seamless.AI.
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
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