Popular Pipedrive + SimplyMeet.me Workflows
Create activity in Pipedrive for Meeting is canceled in SimplyMeet.me
Create note in Pipedrive for Meeting is canceled in SimplyMeet.me
Create Pipedrive deal for new SimplyMeet.me meeting
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an meeting is created in SimplyMeet.me, it will trigger a corresponding deal creation in Pipedrive.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Create Pipedrive person for new SimplyMeet.me meeting
By taking the time to create a robust Pipedrive person list, businesses can maximize their chances of success with SimplyMeet.me meeting.
Update Pipedrive person from new SimplyMeet.me meeting
When Meeting is scheduled in SimplyMeet.me > Check any condition > Create person in Pipedrive
When Meeting is scheduled in SimplyMeet.me > Check any condition > Create lead in Pipedrive
When Meeting is scheduled in SimplyMeet.me > Check any condition > Create deal in Pipedrive
When Meeting is scheduled in SimplyMeet.me > Search person in Pipedrive > Check any condition > Create person in Pipedrive
When Meeting is scheduled in SimplyMeet.me > Search person in Pipedrive > Check any condition > Create lead in Pipedrive
When Meeting is scheduled in SimplyMeet.me > Search user in Pipedrive > Check any condition > Create person in Pipedrive
When Meeting is scheduled in SimplyMeet.me > Search user in Pipedrive > Check any condition > Create lead in Pipedrive
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Pipedrive is a CRM software that helps you organize your sales, marketing, and customer relationships in one place. You can then use this information to stay on top of your leads and expand your business.
See Pipedrive IntegrationsSimplyMeet.me lets you search for open slots in meetings and pick the best time to join. It is an intelligent scheduling assistant that optimizes your meeting schedule simply by dragging and dropping available slots.
See SimplyMeet.me Integrations❤Trusted by 10,000+ Customers
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