Create custom activities in Ortto from new matching persons in Pipedrive
Streamline your sales processes by instantly creating custom activities in Ortto when specific people match certain filters in Pipedrive. This workflow spares you the manual task of cross-checking customer profiles and entering data in Ortto, saving you time and ensuring a seamless sales tracking. Enhance your productivity and optimize your work operations.
Streamline your sales processes by instantly creating custom activities in Ortto when specific people match certain filters in Pipedrive. This workflow spares you the manual task of cross-checking customer profiles and entering data in Ortto, saving you time and ensuring a seamless sales tracking. Enhance your productivity and optimize your work operations.
- When this happens...Person Matching Filter
Triggers when a person newly matches a Pipedrive filter for the first time.
- automatically do this!Create Custom Activity
Create a custom Activity for a person, optionally create a new record beforehand.
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