Create new prospect client in Canopy from updated deal in Pipedrive

Create new prospect clients in Canopy when a deal status is updated to won in Pipedrive. Capture essential personal or business information for faster onboarding and improved client management.

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Overview

Create new prospect clients in Canopy when a deal status is updated to won in Pipedrive. Capture essential personal or business information for faster onboarding and improved client management.

Create new prospect client in Canopy from updated deal in Pipedrive