UProc integration with Pipedrive
How to Create Pipedrive persons for new uProc people list entries
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 persons for new uProc people list entries" 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 UProc integrations
UProc actions
Nekton can use any feature that is available in UProc API.
Using our advanced AI, you can easily create custom automations for UProc.
Here are some typical actions you can do in your automated workflows.
New Profile Added to List
Triggers when new B2B profile is added to selected UProc's list.
New Webtrack Added to List
Triggers when new Webtrack is added to selected UProc's Web list.
About UProc
UProc is a multipurpose data platform: clean, verify or enrich any field in forms, databases, files or applications with multiple categories supported (persons, companies, products, communications, social...).