Beamer + PipelineCRM Integration

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Beamer + PipelineCRM Integration

Create PipelineDeals task for new Beamer post

PipelineDeals and Beamer are both incredibly powerful tools on their own, but when you put them together, they're a force to be reckoned with.

When you create a post in Beamer, this integration will automatically create a task in PipelineDeals so you can keep track of what you need to do.

This can help ensure that your post are properly prioritized and that you don't forget any important steps.
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Beamer + PipelineCRM Integration

Create PipelineDeals person for new Beamer nps response

When someone completes your Beamer, a new person is automatically created in your PipelineDeals. This way, you can quickly follow up with the nps response and turn them into a customer!

Plus, all of the information from the Beamer is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Beamer - PipelineDeals integration set up makes it easy to manage your customer relationships and grow your business.
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Beamer + PipelineCRM Integration

Create PipelineDeals deal for new Beamer nps response

Integrating your PipelineDeals with your Beamer, can help you automatically create new deals based on nps responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Beamer - PipelineDeals integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Beamer + PipelineCRM Integration

Create PipelineDeals task for new Beamer nps response

It's important to stay on top of your customer relationships, and one way to do that is to create PipelineDeals tasks for new Beamer nps responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that PipelineDeals task for new Beamer nps response received today - your customers will thank you for it!
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Beamer + PipelineCRM Integration
1.
  • Beamer
    Post is created in Beamer Instant
  • Beamer
    NPS response is received in Beamer Instant
  • Beamer
    Comment is created in Beamer Instant
  • Beamer
    Reaction is received in Beamer Instant
  • PipelineCRM
    Person is created in PipelineCRM Instant
  • PipelineCRM
    Company is created in PipelineCRM Instant
  • PipelineCRM
    Deal is created in PipelineCRM Instant
  • PipelineCRM
    Deal status is changed in PipelineCRM Instant
  • PipelineCRM
    Deal is moved in PipelineCRM Instant
2.
  • Beamer
    Create post in Beamer
  • PipelineCRM
    Create Deal in PipelineCRM
  • PipelineCRM
    Update Deal in PipelineCRM
  • PipelineCRM
    Create Person in PipelineCRM
  • PipelineCRM
    Update Person in PipelineCRM
  • PipelineCRM
    Create Company in PipelineCRM
  • PipelineCRM
    Update Company in PipelineCRM
  • PipelineCRM
    Search company in PipelineCRM
  • PipelineCRM
    Search deal in PipelineCRM
  • PipelineCRM
    Create Task in PipelineCRM
  • PipelineCRM
    Create Activity (Note) in PipelineCRM
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