Add new Megaventory clients as persons in Pipedrive

First, we need to connect Megaventory and Pipedrive to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Megaventory to Zapier.

  Give Zapier access to your Megaventory account, using Megaventory credentials.

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  Connect Pipedrive to Zapier.

  Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

• Set up a Trigger action for Megaventory

  Choose the following trigger: New Client (Triggers when a new Client is created.).

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  Then set up an Action for Pipedrive

  Choose this action: Create Person (Creates a new person.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Megaventory and Pipedrive.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Megaventory clients as persons in Pipedrive!