Update Klenty contact from new PipelineDeals person
PipelineCRM + Klenty Integration
Select 1 Click Automation
Create Deal in PipelineDeals for Link is clicked in Klenty
Klenty + PipelineCRM Integration
Unsubscribe prospect in Klenty for Deal is created in PipelineDeals
PipelineCRM + Klenty Integration
Create Klenty contact for new PipelineDeals person
If you're using PipelineDeals to manage your sales leads, it's important to also use Klenty to manage your email marketing.
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in PipelineDeals, a corresponding contact will automatically be created in Klenty.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
See moreBut adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in PipelineDeals, a corresponding contact will automatically be created in Klenty.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
When Person is created in PipelineDeals > Check condition > Create prospect in Klenty
PipelineCRM + Klenty Integration
When Prospect is unsubscribed in Klenty > Check any condition > Create Deal in PipelineDeals
Klenty + PipelineCRM Integration
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