webhook, pipedrive
Create activity in Pipedrive for new call recording, find person, and find associated deals
Create activity in Pipedrive for new call recording, find person, and find associated deals
Zaps
Capture cancellation requests from Jotform, find customer record in Salesforce, and create case in Salesforce
Capture cancellation requests from Jotform, find customer record in Salesforce, and create case in Salesforce
Capture cancellation requests from Jotform submissions, find the corresponding customer record in Salesforce, and create a case for further action. This process accelerates handling cancellations and improves customer service efficiency.
Zap details:
Overview
Capture cancellation requests from Jotform submissions, find the corresponding customer record in Salesforce, and create a case for further action. This process accelerates handling cancellations and improves customer service efficiency.