Unbounce to Pipedrive, full lead integration
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£50(approx. $63)
- Posted:
- Proposals: 9
- Remote
- #4155775
- Awarded
Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |
Dhaka
♛ No. 1 ♛ UK's Professional Web Development , Web Designing, Magento , Shopify, WordPress , API Integration, Full-Stack Ruby on Rails Developer,Senior Front-End Developer (AngularJS / Node.js)
Chandigarh
PPH #1 "Top Rated" Service Provider in Development & IT : Wordpress, Shopify, Magento, Squarespace, ZOHO, WHMCS, Salesforce, Vtiger, Learndash, Moodle
Kenwick
Graphic Designer |Experienced Web Designer | Video/Audio Editor | PowerPoint/Keynote | Content Writer |
San Jose
Experienced Bubble.io, Webflow, Squarespace, Shopify and CRM developer(ZOHO, WHMCS, Dynamics 365, Monday)
Bay Minette
20526163018041170005136442225373232626695343141655151377602145
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
Hayley S.
100% (27)Projects Completed
19
Freelancers worked with
16
Projects awarded
49%
Last project
30 Apr 2024
Gibraltar
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