New deals in pipedrive — Updating customers in Retail Crm

The scenario catches new deals in pipedrive and updates customers in Retail Crm. Runs on its own, no manual copying.

  • A new deal in pipedrive marks itself on the Retail Crm client card
  • Nobody calls the client blind — the deal status is right there
  • Cards stay current with no manual edits
Pipedrive
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How it works

To keep Retail Crm and Pipedrive in sync, connect them with a ready-made scenario — changes flow automatically.

  1. Starts when: Pipedrive
  2. Then: Yclients

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

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