Apptivo + PipelineDeals Integration

Connect Apptivo to PipelineDeals - Automate your workflows in 1-click

Make use of Apptivo and PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Apptivo + PipelineDeals integration.
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PipelineDeals + Apptivo Integration

Create Apptivo contact for new PipelineDeals person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 - Apptivo integration, anytime a new PipelineDeals person is created, an Apptivo 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.
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Apptivo + PipelineDeals Integration

Create PipelineDeals person for new Apptivo contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 Apptivo - PipelineDeals integration, anytime a new Apptivo contact is created, an PipelineDeals person 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.
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Apptivo + PipelineDeals Integration

Create PipelineDeals deal from new Apptivo contact

Anytime a new contact is created in your Apptivo, a new deal will automatically be created in your PipelineDeals. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Apptivo - PipelineDeals integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Apptivo + PipelineDeals Integration

Create PipelineDeals task for new Apptivo contact

In Apptivo, when you create a contact, it automatically creates a task in PipelineDeals for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Apptivo + PipelineDeals Integration
1.
  • Apptivo
    Case is created in Apptivo

    Triggers the automation when a new case is created

    Instant
  • Apptivo
    Case is updated in Apptivo

    Triggers the automation when any case is updated

    Instant
  • Apptivo
    Case is deleted in Apptivo

    Triggers the automation when any case is deleted

    Instant
  • Apptivo
    Contact is created in Apptivo

    Triggers the automation when a new contact is created

    Instant
  • Apptivo
    Contact is updated in Apptivo

    Triggers the automation when a contact is updated

    Instant
  • Apptivo
    Opportunity is created in Apptivo

    Triggers the automation when any opportunity is updated

    Instant
  • Apptivo
    Opportunity is updated in Apptivo

    Triggers the automation when any opportunity is updated

    Instant
  • Apptivo
    Opportunity is deleted in Apptivo

    Triggers the automation when any opportunity is deleted

    Instant
  • Apptivo
    Customer is created in Apptivo

    Triggers the automation when a new customer is created

    Instant
  • Apptivo
    Customer is updated in Apptivo

    Triggers the automation when customer details are updated

    Instant
  • Apptivo
    Customer is deleted in Apptivo

    Triggers the automation when a customer is removed from the database

    Instant
  • Apptivo
    Contact is deleted in Apptivo

    Triggers the automation when a contact is removed from the particular list

    Instant
  • Apptivo
    Project is created in Apptivo

    Triggers the automation when a new project is created

    Instant
  • Apptivo
    Project is updated in Apptivo

    Triggers the automation when a project is updated

    Instant
  • Apptivo
    Project is deleted in Apptivo

    Triggers the automation when a project is deleted

    Instant
  • Apptivo
    Lead is created in Apptivo

    Triggers the automation when a new lead is created

    Instant
  • Apptivo
    Lead is updated in Apptivo

    Triggers the automation when the lead information is updated

    Instant
  • Apptivo
    Lead is deleted in Apptivo

    Triggers the automation when a lead is removed from the system

    Instant
  • PipelineDeals
    Person is created in PipelineDeals

    Triggers the automation when a new person is created

    Instant
  • PipelineDeals
    Company is created in PipelineDeals

    Triggers the automation when a new company is created

    Instant
  • PipelineDeals
    Deal is created in PipelineDeals

    Triggers the automation when a deal is created

    Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals

    Triggers the automation when the deal status is changed

    Instant
  • PipelineDeals
    Deal is moved in PipelineDeals

    Triggers the automation when a deal is moved with

    Instant
2.
  • Apptivo
    Create contact in Apptivo

    Adds a new contact to the database

  • Apptivo
    Search contact in Apptivo

    Finds and retrieves contact information

  • Apptivo
    Create lead in Apptivo

    Generates new leads for potential customers

  • Apptivo
    Search lead by email in Apptivo

    Retrieves information for a particular lead using their email

  • Apptivo
    Create customer in Apptivo

    Adds a new customer to the database

  • Apptivo
    Create opportunity in Apptivo

    Creates a new instance of the support system

  • Apptivo
    Search customer by customer number in Apptivo

    Retrieves customer information based on customer number input

  • Apptivo
    Search opportunity by name in Apptivo

    Searches for a opportunity by its name

  • Apptivo
    Search case by Email in Apptivo

    Retrieves a case using an email address

  • PipelineDeals
    Create Deal in PipelineDeals

    Generates a new deal with

  • PipelineDeals
    Update Deal in PipelineDeals

    Updates deal information based on new criteria or changes

  • PipelineDeals
    Create Person in PipelineDeals

    Generates a new person

  • PipelineDeals
    Update Person in PipelineDeals

    Updates the information of a person

  • PipelineDeals
    Create Company in PipelineDeals

    Generates a new company profile with given details

  • PipelineDeals
    Update Company in PipelineDeals

    Updates company information

  • PipelineDeals
    Search company in PipelineDeals

    Finds information about a company

  • PipelineDeals
    Search deal in PipelineDeals

    Retrieves and find a deal

  • PipelineDeals
    Create Task in PipelineDeals

    Creates a new task

  • PipelineDeals
    Create Activity (Note) in PipelineDeals

    Creates a new activity with a note

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Integrate Apptivo & PipelineDeals In 1 Click
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You Can Also Connect Apptivo or PipelineDeals With 1200+ Other Apps

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Apptivo is a comprehensive cloud suite for businesses, offering integrated CRM, project management, invoicing, and more. It helps you streamline operations, connect with your favorite services, and enjoy superior support.

See Apptivo Integrations
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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 Integrations

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