Workflow Automation Integrations
PipelineDeals is a powerful yet simple CRM to help you classify operations, uniform processes, and world-class service levels. The sales platform offers easy setup, seamless integrations, and intuitive tools.
Sign Up 14-day FREE TrialPipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
ZapUp automates your work by merging Triggers (like “New Person”) and Actions (like “Create a Contact”) to complete an action easily in one application while a trigger occurs in another application. Simply integrate with PipelineDeals using ZapUp that is built for an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. This integration helps in creating a new company, new deals on PipelineDeals easily.
New contact
Triggers an update on any new contact entry is made
New organization
Triggers an update on any new organization entry is made
New deal
Triggers an update on any new deal is recorded
Deal status changed
Triggers an update on any changes in the deal status
Creates a new contact entry
Create a new deal
Create a new organization
Updates contact information
Updates a deal with information
Updates an organization with desired information
Creates a task entry
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