FieldPulse + Pipedrive

Create new FieldPulse customers from new Pipedrive deals

Instantly streamline your customer management process by linking Pipedrive and FieldPulse. With this workflow, as soon as a new deal is established in Pipedrive, a customer profile is promptly created in FieldPulse. This ensures a seamless transition, saving your time and reducing manual data entry.++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

Instantly streamline your customer management process by linking Pipedrive and FieldPulse. With this workflow, as soon as a new deal is established in Pipedrive, a customer profile is promptly created in FieldPulse. This ensures a seamless transition, saving your time and reducing manual data entry.++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    FieldPulseFieldPulse
    Create Customer

    Trigger when a new customer is added.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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fieldpulse logo

About FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

Related categories

  • CRM (Customer Relationship Management)
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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