Unbiased Pro integration with Filter by Nekton
How to Create Pipedrive leads from new Unbiased enquiry status changes
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 Pipedrive leads from new Unbiased enquiry status changes" 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 Unbiased Pro integrations
Unbiased Pro actions
Nekton can use any feature that is available in Unbiased Pro API.
Using our advanced AI, you can easily create custom automations for Unbiased Pro.
Here are some typical actions you can do in your automated workflows.
Enquiry Status Change
Triggers when status of an enquiry is changed.
About Unbiased Pro
Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.