Update Pipedrive persons when new Paperless Forms entries are received
Effortlessly keep your Pipedrive contacts updated with new information from Paperless Forms entries. This workflow automatically updates Pipedrive person details when a new entry is submitted in Paperless Forms. It streamlines your contact management process and ensures your Pipedrive data stays current without manual intervention.
Effortlessly keep your Pipedrive contacts updated with new information from Paperless Forms entries. This workflow automatically updates Pipedrive person details when a new entry is submitted in Paperless Forms. It streamlines your contact management process and ensures your Pipedrive data stays current without manual intervention.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- 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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