Create persons in Pipeline CRM from new Jill's Office action items
Instead of having to manually transfer the information, this Zap will streamline your workflows and keep communication flowing within your company. Set it up to automatically add contact information from each new Jill's Office action item to Pipeline CRM.
Instead of having to manually transfer the information, this Zap will streamline your workflows and keep communication flowing within your company. Set it up to automatically add contact information from each new Jill's Office action item to Pipeline CRM.
- When this happens...New Action Item
Triggers when a new action item is created.
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
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