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Circle
Pipedrive CRM

Create Pipedrive CRM persons for new Circle members

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Make will watch your Circle members at regular intervals and create Pipdrive CRM persons.

Apps Included

Categories
CRM

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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.

Pipedrive CRM
Add a Follower

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

Action
Circle
Add a Member to a Space

Adds a member to a certain space.

Action
Circle
Add a Member to a Space Group

Adds a member to a specific space group.

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
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action
Circle
Create a Comment

Creates a new comment.

Action

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