PipelineDeals + AppSheet Integration

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PipelineDeals + AppSheet Integration

Create AppSheet record for new PipelineDeals person

PipelineDeals and AppSheet are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in PipelineDeals, do you also create a record in AppSheet? 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.
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PipelineDeals + AppSheet Integration

Create AppSheet record for new PipelineDeals deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a record in AppSheet to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within PipelineDeals? Well now there is!

With our integration between PipelineDeals and AppSheet, creating record in AppSheet is now easier than ever. Whenever a deal is created in PipelineDeals, you can automatically create a corresponding record in AppSheet to keep your team up-to-date.
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PipelineDeals + AppSheet 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
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
  • AppSheet
    Create a record in AppSheet
  • AppSheet
    Invoke an Action in AppSheet
  • AppSheet
    Update a record in AppSheet
  • AppSheet
    Search record in AppSheet
  • AppSheet
    Delete a record in AppSheet
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