Create Pipedrive deals for new Square customers
Effortlessly maintain up-to-date records of new customers from your Square transactions and effectively nurture them in your sales pipeline with this seamless workflow. When a new customer is added in Square, this automation updates an existing deal in Pipedrive, ensuring their information remains current and providing your sales team with the latest data to work with. Streamline your CRM process and focus on building relationships with your clients instead of manual data entry.
Effortlessly maintain up-to-date records of new customers from your Square transactions and effectively nurture them in your sales pipeline with this seamless workflow. When a new customer is added in Square, this automation updates an existing deal in Pipedrive, ensuring their information remains current and providing your sales team with the latest data to work with. Streamline your CRM process and focus on building relationships with your clients instead of manual data entry.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Update Deal
Updates an existing deal.
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