Create Customer.io person for new PipelineDeals person
If you're using PipelineDeals to manage your sales leads, it's important to also use Customer.io 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 person will automatically be created in Customer.io.
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 person will automatically be created in Customer.io.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
