Create notes in Clay (clay.earth) for new leads in Pipedrive
Transform the way you manage new leads in Pipedrive with this helpful workflow. Once set up, each new lead in Pipedrive will create a note in Clay, keeping you organized and ensuring vital information is recorded for reference. It's a simple yet efficient system designed to streamline your customer relationship management process.
Transform the way you manage new leads in Pipedrive with this helpful workflow. Once set up, each new lead in Pipedrive will create a note in Clay, keeping you organized and ensuring vital information is recorded for reference. It's a simple yet efficient system designed to streamline your customer relationship management process.
- When this happens...New Lead
Triggers when a lead is created.
- automatically do this!Create Note
Creates a note for a specified contact (using the contact's email, full name, or Twitter handle)
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