Pipedrive integration with WikiPro
How to Create or update customers in WikiPro from new persons 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 "Create or update customers in WikiPro from new persons 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 WikiPro integrations
WikiPro actions
Nekton can use any feature that is available in WikiPro API.
Using our advanced AI, you can easily create custom automations for WikiPro.
Here are some typical actions you can do in your automated workflows.
Send SMS
Sends text SMS to the provided phone number
Update List
Adds or removes customers from a list
Create or Update Customer
Add a new customer to WikiPro or update an existing one.
Send Template SMS
Sends a text message based on predefined template.
New or Update Customer
Triggers when a new customer is either added or updated.
About WikiPro
WikiPro is a platform which allows All-in-one Business Texting