Anyone have a good pipedrive workflow for outbound cold calls. We are integrated with kixie... The original setup I made had some major issues.
Namely Kixie uses the phone field to check if the contact is in pipedrive. Each lead has up to 9 potential phone numbers... so, they are in custom phone fields.
So every call kixie creates a new contact not attached to the deal. I am thinking going back and creating a contact for each phone number. And then when we get a good lead, create the deal. Hmmmmm Thanks
Workflow for outbound cold calls
Workflow for outbound cold calls
To see the answers/comment from our community members, please login/sign up for free to this Sales community.