"update Pipedrive persons whenever leads are updated in Curb Hero"
Keep your sales pipeline up-to-date with this workflow that smoothly connects Curb Hero and Pipedrive. Whenever a lead is updated in the Curb Hero app, the same person's details are concurrently refreshed in Pipedrive. This seamless information exchange helps sales teams save valuable time, eliminate manual data entry, and maintain accurate records across both platforms.
Keep your sales pipeline up-to-date with this workflow that smoothly connects Curb Hero and Pipedrive. Whenever a lead is updated in the Curb Hero app, the same person's details are concurrently refreshed in Pipedrive. This seamless information exchange helps sales teams save valuable time, eliminate manual data entry, and maintain accurate records across both platforms.
- When this happens...Updated Lead
Triggers when a lead is updated in Curb Hero
- automatically do this!Update Person
Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.
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