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Create Pipedrive CRM persons for new Circle members
Create Pipedrive CRM persons for new Circle members
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Make will watch your Circle members at regular intervals and create Pipdrive CRM persons.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add a Follower
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Member to a Space
Adds a member to a certain space.
Action
Add a Member to a Space Group
Adds a member to a specific space group.
Action
Add a Participant to a Deal
Adds a participant to a deal.
Action
Add a Product to a Deal
Adds a product to the deal.
Action
Add a Recurring Subscription
Adds a new recurring subscription to a deal.
Action
Add an Installment Subscription
Adds a new installment subscription.
Action
Cancel a Recurring Subscription
Cancels a recurring subscription.
Action
Create a Comment
Creates a new comment.
Action
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