Microspace integration with Pipedrive
How to Create persons in Pipedrive when new microspaces are shared with Microspace contacts
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 "Create persons in Pipedrive when new microspaces are shared with Microspace contacts" 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 Microspace integrations
Microspace actions
Nekton can use any feature that is available in Microspace API.
Using our advanced AI, you can easily create custom automations for Microspace.
Here are some typical actions you can do in your automated workflows.
Contact Recently Created or Updated
Triggers when a contact recently created or updated.
Microspace Shared With Contact
Triggers when a microspace is shared with a contact.
New Comment
Triggers when a new comment is available.
First Visit to a Microspace
Triggers when a microspace is visited by a contact for the first time.
New Contact
Triggers when a new contact is available.
About Microspace
Microspace is an intuitive tool for teams to share their story with clients and get customer insights in a branded shared digital space.