Initiate Docubee workflow instances for new Pipedrive leads
Effortlessly streamline your lead management process with this seamless workflow integration between Pipedrive and Docubee. When a new lead is added in Pipedrive, it automatically starts a workflow instance in Docubee, ensuring timely follow-ups and perfectly coordinated team collaboration. Enhance your sales productivity and let this automation handle the initial steps for you.
Effortlessly streamline your lead management process with this seamless workflow integration between Pipedrive and Docubee. When a new lead is added in Pipedrive, it automatically starts a workflow instance in Docubee, ensuring timely follow-ups and perfectly coordinated team collaboration. Enhance your sales productivity and let this automation handle the initial steps for you.
- When this happens...New Lead
Triggers when a lead is created.
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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