Capture onboarding call notes in Pipedrive after moving a card in Pipefy
Capture onboarding call notes in Pipedrive after moving a card in Pipefy
Track your onboarding progress by moving cards in Pipefy. Capture key comments and current stages in Pipedrive with a new note, ensuring better follow-up and clearer insights into customer engagement.
Workflow preview:
Zap details:
Overview
Track your onboarding progress by moving cards in Pipefy. Capture key comments and current stages in Pipedrive with a new note, ensuring better follow-up and clearer insights into customer engagement.