Pipedrive integration with RepMove
How to Add accounts/prospects to RepMove with new organizations 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 accounts/prospects to RepMove with new organizations 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 RepMove integrations
RepMove actions
Nekton can use any feature that is available in RepMove API.
Using our advanced AI, you can easily create custom automations for RepMove.
Here are some typical actions you can do in your automated workflows.
Update Account/Prospect
Update an account
Create Account/Prospect
Create an account
Find User
Finds a User from all users
All Users
Triggers when a new user is added to your company.
Update Account/Prospect
Triggers when an account/prospect is updated.
New Account/Prospect
Triggers when a new account/prospect is created.
About RepMove
RepMove empowers sales reps and sales teams to become more effective in planning their daily activities with daily sales route mapping and detailed account & contact organization.