Update persons in Pipedrive when new highlights are created in Fathom
Enable this workflow, so each time a new highlight is created in Fathom, the corresponding person's record in Pipedrive gets updated. This automation ensures your contacts on Pipedrive mirror up-to-the-minute achievements logged in Fathom, making interactions timely and relevant. Simplify your task by letting this automation manage your data across both platforms.
Enable this workflow, so each time a new highlight is created in Fathom, the corresponding person's record in Pipedrive gets updated. This automation ensures your contacts on Pipedrive mirror up-to-the-minute achievements logged in Fathom, making interactions timely and relevant. Simplify your task by letting this automation manage your data across both platforms.
- When this happens...New Highlight
Triggers when there's a new highlight from a meeting.
- automatically do this!Update Person
Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.
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