Popular PipelineDeals + Aero Workflow Workflows
Create Aero Workflow contact for new PipelineDeals person
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this PipelineDeals - Aero Workflow integration, anytime a new PipelineDeals person is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Aero Workflow company for new PipelineDeals company
Create Aero Workflow task for new PipelineDeals person
When you create a person in PipelineDeals, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create Aero Workflow task for new PipelineDeals deal
With our integration between PipelineDeals and Aero Workflow, creating task in Aero Workflow is now easier than ever. Whenever a deal is created in PipelineDeals, you can automatically create a corresponding task in Aero Workflow to keep your team up-to-date.
Create Aero Workflow event for new PipelineDeals person
Create Aero Workflow event for new PipelineDeals company
When Person is created in PipelineDeals > Check any condition > Create task in Aero Workflow
When Person is created in PipelineDeals > Check condition > Create contact in Aero Workflow
When Deal is created in PipelineDeals > Create appointment in Aero Workflow
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PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!
See PipelineDeals IntegrationsAero Workflow is a platform for accountants and bookkeepers to manage the administrative burden of the tasks they do in a day. It allows them to automate repetitive tasks, send customised emails, track time and expenses etc.
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