7todos + PipelineCRM Integration

Connect 7todos to PipelineCRM in 1 click

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Popular 7todos + PipelineCRM Workflows

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PipelineCRM + 7todos Integration

Create 7todos task for new PipelineDeals person

PipelineDeals and 7todos are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in PipelineDeals, do you also create a task in 7todos? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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PipelineCRM + 7todos Integration

Create 7todos task for new PipelineDeals deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in 7todos to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within PipelineDeals? Well now there is!

With our integration between PipelineDeals and 7todos, creating task in 7todos is now easier than ever. Whenever a deal is created in PipelineDeals, you can automatically create a corresponding task in 7todos to keep your team up-to-date.
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7todos + PipelineCRM Integration
1.
  • PipelineCRM
    Person is created in PipelineCRM Instant
  • PipelineCRM
    Company is created in PipelineCRM Instant
  • PipelineCRM
    Deal is created in PipelineCRM Instant
  • PipelineCRM
    Deal status is changed in PipelineCRM Instant
  • PipelineCRM
    Deal is moved in PipelineCRM Instant
2.
  • 7todos
    Create Task in 7todos
  • PipelineCRM
    Create Deal in PipelineCRM
  • PipelineCRM
    Update Deal in PipelineCRM
  • PipelineCRM
    Create Person in PipelineCRM
  • PipelineCRM
    Update Person in PipelineCRM
  • PipelineCRM
    Create Company in PipelineCRM
  • PipelineCRM
    Update Company in PipelineCRM
  • PipelineCRM
    Search company in PipelineCRM
  • PipelineCRM
    Search deal in PipelineCRM
  • PipelineCRM
    Create Task in PipelineCRM
  • PipelineCRM
    Create Activity (Note) in PipelineCRM
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