Update Pipedrive deals automatically when a new deal event occurs
Update Pipedrive deals automatically when a new deal event occurs
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About
Streamline your sales process by automatically updating deal information in Pipedrive. With this template, every time a new deal is created in Pipedrive, Make will ensure that the deal details are promptly updated, keeping your sales pipeline organized and up-to-date. This automation helps you maintain accurate records and enhances your team's efficiency in managing deals.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a lead.
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Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
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