Pipedrive + Sunsama
Create tasks in Sunsama for new deals in Pipedrive
When a new deal materializes in Pipedrive, flow this update directly into Sunsama to create a task. This streamlined process ensures that every important negotiation is tracked as a distinct task in Sunsama, helping keep you organized and focused. Thus, by integrating Pipedrive's deal-making abilities with Sunsama's task management, your business workflow becomes more efficient and effective.
When a new deal materializes in Pipedrive, flow this update directly into Sunsama to create a task. This streamlined process ensures that every important negotiation is tracked as a distinct task in Sunsama, helping keep you organized and focused. Thus, by integrating Pipedrive's deal-making abilities with Sunsama's task management, your business workflow becomes more efficient and effective.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Task
Creates a new task in Sunsama.
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