Hello Pipefy Community,
This week we will share with you the Pipedrive integration with Pipefy. This recipe is to create a customer in the Pipefy onboarding process from an opportunity won on Pipedrive. The recipe contains the following steps:
Recipe:
Trigger - When an opportunity is won on Pipedrive
Action - Create a card in Pipefy
Most common use case: Sales Process in Pipedrive starting the Customer Onboarding process in Pipefy
Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video.
There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!
