Create or update person and deal in Pipedrive from new application in Finmo
Create or update person and deal in Pipedrive from new application in Finmo
Create or update contacts and deals in Pipedrive when a new application starts in Finmo. This ensures accurate CRM records, leading to faster onboarding and improved tracking of borrower interactions.
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Overview
Create or update contacts and deals in Pipedrive when a new application starts in Finmo. This ensures accurate CRM records, leading to faster onboarding and improved tracking of borrower interactions.