PipelineDeals + ActiveTrail Integration

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ActiveTrail + PipelineDeals Integration

Create PipelineDeals deal for new ActiveTrail contact

This automation makes it easy to create new deals in PipelineDeals when a new contact is created in ActiveTrail. Just connect your accounts, and every time a new contact is created in ActiveTrail, a new deal will automatically be created in PipelineDeals.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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ActiveTrail + PipelineDeals Integration

Create PipelineDeals person for new ActiveTrail contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PipelineDeals person and ActiveTrail contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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ActiveTrail + PipelineDeals Integration

Create PipelineDeals task for new ActiveTrail contact

PipelineDeals and ActiveTrail are two powerful cloud-based tools that can be used to improve business productivity. Using this PipelineDeals - ActiveTrail integration, you can automatically create task in PipelineDeals whenever a new contact is created in ActiveTrail.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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PipelineDeals + ActiveTrail Integration

Create ActiveTrail contact for new PipelineDeals person

If you're using PipelineDeals to manage your sales leads, it's important to also use ActiveTrail 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 ActiveTrail.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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PipelineDeals + ActiveTrail 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
  • ActiveTrail
    Contact is added to group in ActiveTrail Instant
  • ActiveTrail
    Contact is added via landing page in ActiveTrail Instant
  • ActiveTrail
    Contact is added via signup form in ActiveTrail Instant
  • ActiveTrail
    Contact is unsubscribed in ActiveTrail Instant
  • ActiveTrail
    Contact is removed from group in ActiveTrail Instant
  • ActiveTrail
    Contact is updated in ActiveTrail 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
  • ActiveTrail
    Add contact to a group in ActiveTrail
  • ActiveTrail
    Add a contact in ActiveTrail
  • ActiveTrail
    Remove a contact from group in ActiveTrail
  • ActiveTrail
    Search contact in ActiveTrail
  • ActiveTrail
    Search group in ActiveTrail
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