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Create effective Pipedrive automations in minutes by using pre-made templates that are customized for your needs
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Triggers when a new deal is created.
Triggers when an existing deal is updated.
Triggers when a new note is created.
Triggers when a new activity is created.
Triggers when a Lead is created.
Triggers when a new organization is created.
Create a new person.
Finds a user by name, email, or id.
Finds a deal by any field. Optionally, create a deal if none are found.
Finds a lead by title or field value. Optionally, create a lead if none are found.
Creates a new deal.
Creates a new label.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn Moreviasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to
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