Create new Katana customers from new Pipedrive people
When a new contact is added in Pipedrive, streamline your workflow by using this process to instantly create a customer in Katana. It's efficient and saves you valuable time. Maintain consistency and organize your customer details across both platforms effortlessly.
When a new contact is added in Pipedrive, streamline your workflow by using this process to instantly create a customer in Katana. It's efficient and saves you valuable time. Maintain consistency and organize your customer details across both platforms effortlessly.
- When this happens...New Person
Triggers when a new person is created.
- automatically do this!Create Customer
Creates a customer.
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