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Create TMetric Client for new Pipedrive Organization

This integration selects new Pipedrive organizations and imports them to TMetric as clients.

Note: It does not import pre-existing Pipedrive organizations to TMetric clients.

How to Set Up

  1. Select or create connections: Pipedrive connection for Source and TMetric connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create TMetric clients from specific new Pipedrive organizations, configure filters in the task editor.