Pick up a new contract from CRM
We often wind up with a contract that has been negotiated in a series of emails, all of them categorized under a single ”deal” in crm. It would be cool t nbe able to either fully automate the ”won deal to contractzen” or have a ”pick up a new deal from crm.”
We use Pipedrive and are moving to Hubspot - both have excellent api’s.
1
vote