Initiate Docubee workflow instances for new Pipedrive activities
Stay on top of your sales activities with this efficient workflow that connects Pipedrive and Docubee. When a new activity occurs in Pipedrive, it immediately starts a workflow instance in Docubee, streamlining your sales process and helping you track essential tasks and milestones. This automation allows your team to spend less time on manual updates and more time focusing on closing deals and building relationships.
Stay on top of your sales activities with this efficient workflow that connects Pipedrive and Docubee. When a new activity occurs in Pipedrive, it immediately starts a workflow instance in Docubee, streamlining your sales process and helping you track essential tasks and milestones. This automation allows your team to spend less time on manual updates and more time focusing on closing deals and building relationships.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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