Create or update SharpSpring opportunities when new Pipedrive leads are added
Easily manage your sales process by connecting Pipedrive and SharpSpring. With this workflow, any time a new lead is added in Pipedrive, an opportunity in SharpSpring will be created or updated accordingly. Stay organized and efficiently track your sales progress, without missing a beat or manually transferring information between platforms.
Easily manage your sales process by connecting Pipedrive and SharpSpring. With this workflow, any time a new lead is added in Pipedrive, an opportunity in SharpSpring will be created or updated accordingly. Stay organized and efficiently track your sales progress, without missing a beat or manually transferring information between platforms.
- When this happens...New Lead
Triggers when a lead is created.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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