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.++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Customer
Trigger when a new customer is added.
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