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PipelineDeals

PipelineDeals Integrations

Integrate PipelineDeals with other apps and automate your workflow

CRM software that will help organize, track, and manage your deals and contacts.
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Triggers (5)
New or Updated company
Triggered when a company is added or updated.
New or Updated deal
Triggered when a deal is added or updated.
New or updated person
Triggered when a person is added or updated.
New person
Triggered when a new person is added.
Updated person lead status
Triggered when a person is updated to the specified lead status.
Actions (6)
Add or update person
Adds a new person if the email does not exist, otherwise updates the existing person.
Add tags to person
Adds one or more tags to a person.
Create deal
Adds a new deal.
Create person activity
Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that.
Create person document
Uploads a new document attached to a person if the email address is found. If the person has a single deal the document is also attached to that.
Create task for person
Creates a new task associated to a person if the email address is found.
PipelineDeals Templates
Templates are pre-built integrations you can install in seconds
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