CrowdPower integration with Pipedrive
How to Add new CrowdPower customers as people in Pipedrive
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 CrowdPower customers as people in Pipedrive" 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 CrowdPower integrations
CrowdPower actions
Nekton can use any feature that is available in CrowdPower API.
Using our advanced AI, you can easily create custom automations for CrowdPower.
Here are some typical actions you can do in your automated workflows.
Create a Customer Charge
Creates a customer charge.
Create a Customer Tag
Creates a customer tag.
Upsert a Customer
Creates or updates a customer.
Create a Customer Event
Creates a customer event.
Automation Action
Triggers when a Nekton action in a CrowdPower automation is executed.
About CrowdPower
CrowdPower is an automation tool that performs actions based on website user behavior.