Create new Pipedrive deals from new Talkadot referral leads
Simplify your sales process with this seamless workflow. Whenever a new referral lead appears in Talkadot, a corresponding deal is instantly created in Pipedrive. This streamlines your pipeline management by ensuring you never miss an opportunity from referrals, enhancing your customer management efficiency.
Simplify your sales process with this seamless workflow. Whenever a new referral lead appears in Talkadot, a corresponding deal is instantly created in Pipedrive. This streamlines your pipeline management by ensuring you never miss an opportunity from referrals, enhancing your customer management efficiency.
- When this happens...New Referral Lead
Triggers when a new attendee record who indicates they want to refer you to someone is created.
- automatically do this!Create Deal
Creates a new deal.
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New Booking Lead
Triggers when a new attendee record who indicates they want to book you is created.
Try ItNew Attendee
Triggers when a new attendee record with email address and other contact information is created.
Try ItActivity filterRequired
Try ItCopy
FilterRequired
Deal status
Try It
New Email Opt In
Triggers when a new attendee record who indicates they want to be part of your mailing list is created.
Try ItNew Referral Lead
Triggers when a new attendee record who indicates they want to refer you to someone is created.
Try ItNew Activity
Triggers when a new activity is created.
Try ItNew Deal
Triggers when a new deal is created.
Try It