Create CLOSEM appointment for new PipelineDeals person
PipelineCRM + CLOSEM Integration
Select 1 Click Automation
Create CLOSEM appointment for new PipelineDeals company
PipelineCRM + CLOSEM Integration
Create CLOSEM contact for new PipelineDeals person
If you're using PipelineDeals to manage your sales leads, it's important to also use CLOSEM 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 CLOSEM.
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 CLOSEM.
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 contact in CLOSEM
PipelineCRM + CLOSEM Integration
When Deal is created in PipelineDeals > Schedule appointment in CLOSEM
PipelineCRM + CLOSEM Integration
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