MarketBox + Pipedrive

Create Pipedrive persons from new MarketBox client accounts

This integration streamlines your workflow by automatically creating a person in Pipedrive for each new client account in MarketBox. By eliminating the need for manual data entry, this integration ensures that client information is accurately captured and readily available within your Pipedrive account. This not only saves you time, but also enhances your ability to effectively manage client relationships, ultimately improving your overall sales and marketing processes.

This integration streamlines your workflow by automatically creating a person in Pipedrive for each new client account in MarketBox. By eliminating the need for manual data entry, this integration ensures that client information is accurately captured and readily available within your Pipedrive account. This not only saves you time, but also enhances your ability to effectively manage client relationships, ultimately improving your overall sales and marketing processes.

  1. When this happens...
    MarketBoxMarketBox
    New Client Account Created

    Triggers when a new client account is created, whether through the booking page signup process or manually invited by you.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • Copy

    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
marketbox logo
marketbox logo

About MarketBox

MarketBox is appointment scheduling software specifically designed for businesses offering in-home and mobile services.

Related categories

  • Scheduling & Booking
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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