Phoenix - Your AI AssistantUnbounce to Pipedrive, full lead integration
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- Proposals: 8
- Remote
- #4155775
- Awarded
Hull 
Description
Experience Level: Entry
I already have the scenario setup but it needs amending, see pic attached. I am at the final stage but cant work out why the last step is not working. The software is:
PipeDrive, Make and Unbounce
To put it into steps we need Unbounce to feed into our Pipedrive CRM to do this:
1 - Watch Unbounce Submissions
2 - For every new Unbounce submission, search PipeDrive for a person
3 - If the person already exists in PipeDrive, create a lead
OR
4 - If the person does not already exist in PipeDrive, create a person
5 - Create a lead
it also needs to carry forward ALL information from the Unbounce submission into PipeDrive
PipeDrive, Make and Unbounce
To put it into steps we need Unbounce to feed into our Pipedrive CRM to do this:
1 - Watch Unbounce Submissions
2 - For every new Unbounce submission, search PipeDrive for a person
3 - If the person already exists in PipeDrive, create a lead
OR
4 - If the person does not already exist in PipeDrive, create a person
5 - Create a lead
it also needs to carry forward ALL information from the Unbounce submission into PipeDrive
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