PipelineDeals + AccuFunnels Integration

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AccuFunnels + PipelineDeals Integration

Create PipelineDeals person from new AccuFunnels order

As an online store owner, you're likely using AccuFunnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate AccuFunnels with PipelineDeals? This integration will allow you to automatically create a person for each new order in PipelineDeals.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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AccuFunnels + PipelineDeals Integration

Create PipelineDeals task for new AccuFunnels event

Creating task in PipelineDeals is a great way to keep track of task that need to be completed when an event is created in your AccuFunnels account.

With the help of this integration, when an event is created, a task will be automatically created in PipelineDeals and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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AccuFunnels + PipelineDeals Integration

Create PipelineDeals deal for new AccuFunnels event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in PipelineDeals.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in AccuFunnels, it will trigger a corresponding deal creation in PipelineDeals.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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PipelineDeals + AccuFunnels Integration
1.
  • PipelineDeals
    Person is created in PipelineDeals Instant
  • PipelineDeals
    Company is created in PipelineDeals Instant
  • PipelineDeals
    Deal is created in PipelineDeals Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals Instant
  • PipelineDeals
    Deal is moved in PipelineDeals Instant
  • AccuFunnels
    Contact is created or updated in AccuFunnels Instant
  • AccuFunnels
    Form response is created in AccuFunnels Instant
  • AccuFunnels
    Order is created in AccuFunnels Instant
  • AccuFunnels
    Order is updated in AccuFunnels Instant
  • AccuFunnels
    Product is created in AccuFunnels Instant
  • AccuFunnels
    Product is updated in AccuFunnels Instant
  • AccuFunnels
    Booking is created in AccuFunnels Instant
2.
  • PipelineDeals
    Create Deal in PipelineDeals
  • PipelineDeals
    Update Deal in PipelineDeals
  • PipelineDeals
    Create Person in PipelineDeals
  • PipelineDeals
    Update Person in PipelineDeals
  • PipelineDeals
    Create Company in PipelineDeals
  • PipelineDeals
    Update Company in PipelineDeals
  • PipelineDeals
    Search company in PipelineDeals
  • PipelineDeals
    Search deal in PipelineDeals
  • PipelineDeals
    Create Task in PipelineDeals
  • PipelineDeals
    Create Activity (Note) in PipelineDeals
  • AccuFunnels
    Delete contact in AccuFunnels
  • AccuFunnels
    Search contact in AccuFunnels
  • AccuFunnels
    Update contact in AccuFunnels
  • AccuFunnels
    Create contact in AccuFunnels
  • AccuFunnels
    Create product in AccuFunnels
  • AccuFunnels
    Update product in AccuFunnels
  • AccuFunnels
    Search product in AccuFunnels
  • AccuFunnels
    Create member in AccuFunnels
  • AccuFunnels
    Delete member in AccuFunnels
  • AccuFunnels
    Update member in AccuFunnels
  • AccuFunnels
    Create member group in AccuFunnels
  • AccuFunnels
    Update member group in AccuFunnels
  • AccuFunnels
    Delete member group in AccuFunnels
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