Pipedrive + Tally
Create notes in Pipedrive for each new submission in Tally
Organize your sales data efficiently with this workflow. Whenever a new submission is added in Tally, a note is immediately created in Pipedrive. This automation keeps your Pipedrive notes up-to-date with all the latest entries from Tally, enhancing your efficiency and effectiveness in managing sales information.
Organize your sales data efficiently with this workflow. Whenever a new submission is added in Tally, a note is immediately created in Pipedrive. This automation keeps your Pipedrive notes up-to-date with all the latest entries from Tally, enhancing your efficiency and effectiveness in managing sales information.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Note
Creates a new note.
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- 14 day trial for premium features & apps
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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The simplest way to create beautiful forms and surveys, for free.
