How to automate Klenty replies to new deal in pipedrive?
xfong15
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Has anybody had success creating a workflow automation where anytime there is a positive reply to a cadence, it automatically creates a new deal in pipedrive with that respective prospect?
There is some optionality on zapier, but it doesn't properly find "replies". Instead, I get the below test results whenever it tries to find the most recent reply.
Anybody had success on zapier or elsewhere?
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Answers
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There should be a setting in Klenty or you could try Make/Integromat.
I can't tell what's the best option without understanding your exact flow and where you're stuck.
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