Pipedrive + TeamUp
Create new Pipedrive persons whenever new customers are created in TeamUp
Streamline your customer management process with this workflow. When a new customer is added in TeamUp, it will create a new person in Pipedrive. This ensures you always have up-to-date customer information in both systems, saving you time and keeping your records consistent. This seamless process allows you to stay organized and better manage your customer relationships.
Streamline your customer management process with this workflow. When a new customer is added in TeamUp, it will create a new person in Pipedrive. This ensures you always have up-to-date customer information in both systems, saving you time and keeping your records consistent. This seamless process allows you to stay organized and better manage your customer relationships.
- When this happens...Customer Created
Triggers when a new customer is created.
- automatically do this!Create Person
Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
- Free forever for core features
- 14 day trial for premium features & apps
Class Attendee Checked Off
Triggers when a class attendee is marked as attended.
Try ItClass Attendee Late Cancelled
Triggers when a customer is late cancelled from a class.
Try ItClass Attendee Removed
Triggers when a customer is removed from a class normally (as opposed to a late cancellation).
Try ItCustomer Created
Triggers when a new customer is created.
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Class Registration
Triggers when a customer is registered for a class.
Try ItClass Attendee No-Showed
Triggers when an attendee is marked as no showed.
Try ItCourse Session Ended
Triggers when a course session ends.
Try ItCustomer Membership Cancelled
Triggers when a customer membership is cancelled. In other words, this is when a user clicks the "cancel" button for a recurring membership. The Customer Membership Ended trigger will be sent when the expiration date is reached.
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