New contacts in Salesmate — Activities in Salesmate — variant 3

The scenario catches new contacts in Salesmate and creates activities in Salesmate. Runs on its own, no manual copying.

  • Every new person from Salesmate gets an activity in Salesmate.
  • The first step of work on the contact is set immediately.
  • No one sinks into the base without a touch.

How it works

To create records from Salesmate without manual input, use a ready-made scenario.

  1. Starts when: Pipedrive
  2. Then: Pipedrive 2

You can launch this integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.