Pipedrive + The Customer Factor

Create new Pipedrive persons when new prospects appear in The Customer Factor

Streamline your lead management process with this handy workflow. Whenever a new prospect is added in The Customer Factor, a new corresponding person will be created in Pipedrive. This saves you the hassle of doing manual data entry and helps you build your sales pipeline effectively and efficiently. Capitalize on every new lead and build meaningful connections with your prospects effortlessly.

Streamline your lead management process with this handy workflow. Whenever a new prospect is added in The Customer Factor, a new corresponding person will be created in Pipedrive. This saves you the hassle of doing manual data entry and helps you build your sales pipeline effectively and efficiently. Capitalize on every new lead and build meaningful connections with your prospects effortlessly.

  1. When this happens...
    The Customer FactorThe Customer Factor
    New Prospect

    Triggers when you add a new prospect in The Customer Factor.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

    ActionWrite
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Supported triggers and actions

  • The Customer Factor triggers, actions, and search

    Estimate Emailed

    Triggered when an estimate is emailed in The Customer Factor

    Trigger
    Instant
    Try It
  • The Customer Factor triggers, actions, and search

    New Customer

    Triggers when a new customer is added to The Customer Factor.

    Trigger
    Instant
    Try It
  • The Customer Factor triggers, actions, and search

    New Invoice

    Triggers when new invoice is created in The Customer Factor.

    Trigger
    Instant
    Try It
  • The Customer Factor triggers, actions, and search

    New Payment

    Triggers when an invoice is paid in The Customer Factor.

    Trigger
    Instant
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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the-customer-factor logo
the-customer-factor logo

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,
Learn more

Related categories

  • Databases