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New person from Pipedrive added to Zoho Desk

New person from Pipedrive added to Zoho Desk

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When a new person is added to Pipedrive, Zoho Desk will search for their company - if the company exists, new person will be added as contact. If the company doesn't exist in Zoho Desk, both company and contact will be created.

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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.

Zoho Desk
Add a Comment

Adds a comment to an object based on id for a particular module (tasks, tickets).

Action
Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
Flow Control
Array aggregator

Aggregator
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action
Zoho Desk
Close Tickets

Closes one or more tickets by specifying the ticket ID(s) in a list.

Action

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