Cliengo integration with Pipedrive
How to Add new Cliengo customers as Pipedrive people
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 Cliengo customers as Pipedrive people" 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 Cliengo integrations
Cliengo actions
Nekton can use any feature that is available in Cliengo API.
Using our advanced AI, you can easily create custom automations for Cliengo.
Here are some typical actions you can do in your automated workflows.
Crear Cliente / Create Customer
Crear un nuevo contacto / Creates a new customer.
Encontrar Contacto / Find Customer
Encuentra un Contacto en Cliengo / Find Customer on Cliengo
Actualizar Cliente / Update Customer
Actualizar un contacto existente / Update an existing customer
Nuevo Cliente - New Customer
Se activa cuando un cliente es creado - Triggers when a new customer is created.
Cliente Nuevo/Actualizado - New/Updated Customer
Se activa cuando un cliente es creado y actualizado - Triggers when a new customer is created y updated.
About Cliengo
Cliengo is a Chatbot that converts your visitors into leads, automatically 24/7.