Checkmob + Pipedrive

Update clients in Checkmob each time a new deal matching filter occurs in Pipedrive

Effortlessly streamline your sales process with this workflow. Once a deal meets specific criteria within Pipedrive, this automation ensures immediate client updates in the Checkmob app. Eliminate manual data transfers, enhance updated client information accuracy and accelerate your sales cycle efficiency.

Effortlessly streamline your sales process with this workflow. Once a deal meets specific criteria within Pipedrive, this automation ensures immediate client updates in the Checkmob app. Eliminate manual data transfers, enhance updated client information accuracy and accelerate your sales cycle efficiency.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerPolling
  2. automatically do this!
    CheckmobCheckmob
    Update Client

    Update a client in the system

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
checkmob logo
checkmob logo

About Checkmob

Checkmob is the ultimate mobile app for on-the-go employee management. Simplify your business operations and optimize your team's productivity!

Related categories

  • CRM (Customer Relationship Management)
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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