Brando Kit + PipelineCRM Integration

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Popular Brando Kit + PipelineCRM Workflows

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Brando Kit + PipelineCRM Integration

Create PipelineDeals person from new Brando Kit order

As an online store owner, you're likely using Brando Kit to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Brando Kit with PipelineDeals? This integration will allow you to automatically create a person for each new order in PipelineDeals.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Brando Kit + PipelineCRM Integration

Create PipelineDeals task for new Brando Kit event

Creating task in PipelineDeals is a great way to keep track of task that need to be completed when an event is created in your Brando Kit account.

With the help of this integration, when an event is created, a task will be automatically created in PipelineDeals and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Brando Kit + PipelineCRM Integration

Create PipelineDeals deal for new Brando Kit event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in PipelineDeals.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Brando Kit, it will trigger a corresponding deal creation in PipelineDeals.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Brando Kit + PipelineCRM Integration
1.
  • Brando Kit
    Form response is created in Brando Kit Instant
  • Brando Kit
    Contact is created or updated in Brando Kit Instant
  • Brando Kit
    Order is created in Brando Kit Instant
  • Brando Kit
    Order is updated in Brando Kit Instant
  • Brando Kit
    Product is created in Brando Kit Instant
  • Brando Kit
    Product is updated in Brando Kit Instant
  • Brando Kit
    Booking is created in Brando Kit 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.
  • Brando Kit
    Delete contact in Brando Kit
  • Brando Kit
    Search contact in Brando Kit
  • Brando Kit
    Update contact in Brando Kit
  • Brando Kit
    Create contact in Brando Kit
  • Brando Kit
    Create product in Brando Kit
  • Brando Kit
    Update product in Brando Kit
  • Brando Kit
    Search product in Brando Kit
  • Brando Kit
    Create member in Brando Kit
  • Brando Kit
    Delete member in Brando Kit
  • Brando Kit
    Update member in Brando Kit
  • Brando Kit
    Create member group in Brando Kit
  • Brando Kit
    Update member group in Brando Kit
  • Brando Kit
    Delete member group in Brando Kit
  • 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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