Create new prospect client in Canopy from updated deal in Pipedrive
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.