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Create or update sales deal in Pipedrive from new FreshBooks estimate, and add client information

Create or update sales deal in Pipedrive from new FreshBooks estimate, and add client information

Create or update sales deals in Pipedrive when a new estimate is generated in FreshBooks. Capture and organize all relevant client information for faster onboarding and improved sales tracking.

Create or update sales deal in Pipedrive from new FreshBooks estimate, and add client information

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Overview

Create or update sales deals in Pipedrive when a new estimate is generated in FreshBooks. Capture and organize all relevant client information for faster onboarding and improved sales tracking.

Create or update sales deal in Pipedrive from new FreshBooks estimate, and add client information