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Create engagement in Simply.Coach for new client from Pipedrive deal match

Create engagement in Simply.Coach for new client from Pipedrive deal match

Create an engagement for new clients in Simply.Coach when a deal matches your criteria in Pipedrive. This boosts your onboarding pipeline efficiency and ensures timely follow-ups for better client relationships.

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Overview

Create an engagement for new clients in Simply.Coach when a deal matches your criteria in Pipedrive. This boosts your onboarding pipeline efficiency and ensures timely follow-ups for better client relationships.

Create engagement in Simply.Coach for new client from Pipedrive deal match

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