Create new Pipedrive persons whenever meetings are booked in CoPilot AI
Easily stay on top of your sales strategy with this efficient automation workflow. When a new meeting is booked via the CoPilot AI app, it instantly creates a person in your Pipedrive app, ensuring your sales pipeline is always updated. This way, you can save precious time on manual data entry and focus more on your deal closing activities.
Easily stay on top of your sales strategy with this efficient automation workflow. When a new meeting is booked via the CoPilot AI app, it instantly creates a person in your Pipedrive app, ensuring your sales pipeline is always updated. This way, you can save precious time on manual data entry and focus more on your deal closing activities.
- When this happens...Meeting Booked
Triggers when a contact is marked as meeting booked
- automatically do this!Create Person
Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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