Integrating Outlook with Pipedrive - Help
Hi Guys, We're looking to build a Zapier integration with Pipedrive for all email enquires that flow through.
Every time an email hits our admin email account - we want to create a deal on our admin Pipeline, so the entire team can see enquiry - who its from and the basic details as well.
The issue is, we may have existing customers or new people making enquires, so it would be great to know if you can add a find function that will link the enquiry to an existing customer if necessary? if the enquiry comes from a new person, we would want to create that person in Pipedrive as well.
Has anyone done this before?