Capture client information from webhooks, find person in Pipedrive, format date, and update AdviserLogic
Capture client information from webhooks, find person in Pipedrive, format date, and update AdviserLogic
Capture client information from incoming requests, find relevant contacts in Pipedrive, format dates, and update client records in AdviserLogic. This ensures accurate and timely data handling for improved client management.
Workflow preview:
Zap details:
Overview
Capture client information from incoming requests, find relevant contacts in Pipedrive, format dates, and update client records in AdviserLogic. This ensures accurate and timely data handling for improved client management.