Translate new meeting notes in Read AI to create leads in Pipedrive
Maintain a dynamic sales pipeline with this streamlined workflow. When you add new meeting notes in the Read AI app, it paves the way to instantly generate a new lead in Pipedrive. This automation not only saves you precious time but significantly enhances your lead management, ensuring that no potential business opportunity falls through the cracks.
Maintain a dynamic sales pipeline with this streamlined workflow. When you add new meeting notes in the Read AI app, it paves the way to instantly generate a new lead in Pipedrive. This automation not only saves you precious time but significantly enhances your lead management, ensuring that no potential business opportunity falls through the cracks.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Create Lead
Creates a new lead.
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