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Library / CRM & Sales Pipeline

CRM & Sales Pipeline

Check Stripe and Pipedrive Events and Update Deals Conditionally

Triggered by app events from Stripe or Pipedrive, branches on conditions and updates Pipedrive records based on payment data.

The steps

  1. Current won time Not Equal to Previous
  2. On deal updated
  3. Get organisation details
  4. Search customer
  5. Customer does not exist
  6. Continue with organisation data
  7. Create customer

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