New contacts in pipedrive — Finding records in SeaTable

The scenario catches new contacts in pipedrive and finds records in SeaTable. Runs on its own, no manual copying.

  • For every new client in pipedrive, their record in SeaTable is found right away, if it exists.
  • Duplicates stop multiplying — the check runs before you create anything.
  • A client's history is at hand from the first second.
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