Create new Pipedrive deals when meetings are booked in CoPilot AI
Keep track of your meeting engagements and seamlessly manage business prospects with this automation. When a meeting is booked on CoPilot AI, a new deal will be promptly created in Pipedrive. This workflow enhances your client management efficiency, enabling you to channel attention towards setting up successful meetings and closing deals.
Keep track of your meeting engagements and seamlessly manage business prospects with this automation. When a meeting is booked on CoPilot AI, a new deal will be promptly created in Pipedrive. This workflow enhances your client management efficiency, enabling you to channel attention towards setting up successful meetings and closing deals.
- When this happens...Meeting Booked
Triggers when a contact is marked as meeting booked
- automatically do this!Create Deal
Creates a new deal.
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