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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.

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Petri Aukia shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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