How can i add workiz to deals section like this ? i use zapier for this but i don't understand it.
Kamron
Member Posts: 1 VERIFIED MEMBER
How can i add workiz to deals section like this ? i use zapier for this but i don't understand it.
0
Answers
-
Do you mean how you get this button? "NEW Create a job"
1 -
Can you help with this button pls?
2 -
Hello @Kameron, @kemib40023 and @tonico!
This is a result of the integration between Pipedrive and Workiz. While we do not have this integration on our end, Zapier can make it happen.
Please check this page on how to set this up and refer to the bottom of the page for templated used for creating jobs on deals (with different triggers).
I hope this help :)
0
