Synchronization with Pipedrive

  • marilian
    Perguntado em 20 de fevereiro de 2024 às 10:15

    Olá!

    Criei um formulário que cria através de sincronização, uma nota atividade no pipedrive.

    Tem como essa atividade ser atribuida ao proprietário do "NEGÓCIO" no pipedrive diferente de mim que sou a criadora do formulário?

    Marilian

  • Victorino_S Jotform Support
    Respondido em 20 de fevereiro de 2024 às 12:29

    Hi Marilian,

    Thanks for reaching out to Jotform Support. Unfortunately, our Portuguese Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Portuguese, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. I'm sorry but can you explain a bit more so I can get a better idea of your requirements? Do you want to perhaps add the submission data to another PipeDrive account's activity? It would help us to understand what’s happening if you could take a screenshot and send it to us. We have a guide here explaining how to do that.

    After we hear back from you, we’ll have a better idea of what’s going on and how to help.