Update Pipedrive persons when new involve.me submissions are completed
Keep your sales pipeline updated with this efficient workflow that connects involve.me and Pipedrive. Whenever there's a New Completed Submission in involve.me, this automation will streamline the process by updating the corresponding Person in your Pipedrive app. Save time and effort as you seamlessly manage your leads, ensuring you always have the latest information at your fingertips.
Keep your sales pipeline updated with this efficient workflow that connects involve.me and Pipedrive. Whenever there's a New Completed Submission in involve.me, this automation will streamline the process by updating the corresponding Person in your Pipedrive app. Save time and effort as you seamlessly manage your leads, ensuring you always have the latest information at your fingertips.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps