Create detailed notes in Pipedrive from Close custom activity
Create detailed notes in Pipedrive from Close custom activity
Capture client agreements and custom activities with precision. Triggered by a published custom activity in Close, find or create a contact in Pipedrive, and generate a detailed note to keep all relevant information organized.
Workflow preview:
Zap details:
Overview
Capture client agreements and custom activities with precision. Triggered by a published custom activity in Close, find or create a contact in Pipedrive, and generate a detailed note to keep all relevant information organized.