Create Call Assist leads from new Pipedrive CRM persons

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Apps used in template

Pipedrive CRM

Call Assist

About

Make will watch for new Pipedrive CRM persons at regular intervals and create the leads in Call Assist from these persons.

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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 a Follower

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

Action

Add a Participant to a Deal

Adds a participant to a deal.

Action

Add a Product to a Deal

Adds a product to the deal.

Action

Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action

Add an Installment Subscription

Adds a new installment subscription.

Action

Cancel a Recurring Subscription

Cancels a recurring subscription.

Action

Create a Deal

Creates a deal.

Action

Create a Lead

Creates a lead.

Action

Create a Note

Creates a note.

Action

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