Pipedrive integration with CLOSEM
How to Add new Pipedrive contacts to CLOSEM
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 contacts to CLOSEM" 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 CLOSEM integrations
CLOSEM actions
Nekton can use any feature that is available in CLOSEM API.
Using our advanced AI, you can easily create custom automations for CLOSEM.
Here are some typical actions you can do in your automated workflows.
Add Contact to Campaign
Add a contact to a campaign
Create Contact
Creates a Contact in CLOSEM
Create Appointment
Creates an Appointment in CLOSEM
Contact Clicked Link in Email
Triggers when a contact clicks on a link in a CLOSEM email.
Contact Unsubscribed From Email
Triggers when a contact unsubscribes from email.
New Appointment
Triggers when a new appointment with a customer is created.
About CLOSEM
CLOSEM is an automated tool that puts your follow-up on autopliot.