New leads in Pipedrive — Finding records in In Sales

The scenario catches new leads in Pipedrive and finds records in In Sales. Runs on its own, no manual copying.

  • For every new client in Pipedrive, their record in In Sales 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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