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.
- When this happens...New Prospect
Triggers when you add a new prospect in The Customer Factor.
- 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.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It