Pipedrive integration with Bind ERP
How to Add new Pipedrive people to Bind ERP as prospects
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Pipedrive people to Bind ERP as prospects" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Bind ERP integrations
Bind ERP actions
Nekton can use any feature that is available in Bind ERP API.
Using our advanced AI, you can easily create custom automations for Bind ERP.
Here are some typical actions you can do in your automated workflows.
Create Activity
Creates a new activity.
Create Prospect
Creates a new prospect.
New Invoice
Triggers when a new Invoice is created.
New Activity
Triggers when a new activity is scheduled on the calendar.
New Quote
Triggers when a new quote is created.
New Product
Triggers when a new product is added.
About Bind ERP
Bind ERP is a management system that allows SMBs to take control of their business in an easy, accessible manner.