Create records in Ortto from new matched persons in Pipedrive
Effortlessly keep your Pipedrive contacts organized and up-to-date with this time-saving workflow. When a person matching a specific filter is found in Pipedrive, this automation will create a new record in Ortto, ensuring your data is consistently accurate across platforms. Say goodbye to manual data entry and enjoy seamless contact management between Pipedrive and Ortto.
Effortlessly keep your Pipedrive contacts organized and up-to-date with this time-saving workflow. When a person matching a specific filter is found in Pipedrive, this automation will create a new record in Ortto, ensuring your data is consistently accurate across platforms. Say goodbye to manual data entry and enjoy seamless contact management between Pipedrive and Ortto.
- When this happens...Person Matching Filter
Triggers when a person newly matches a Pipedrive filter for the first time.
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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