BugHerd + PipelineCRM Integration

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PipelineCRM + BugHerd Integration

Create BugHerd task for new PipelineDeals person

PipelineDeals and BugHerd 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 task in BugHerd? 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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PipelineCRM + BugHerd Integration

Create BugHerd task 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 task in BugHerd 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 BugHerd, creating task in BugHerd is now easier than ever. Whenever a deal is created in PipelineDeals, you can automatically create a corresponding task in BugHerd to keep your team up-to-date.
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BugHerd + PipelineCRM Integration
1.
  • BugHerd
    Task is created in BugHerd Instant
  • BugHerd
    Task is updated in BugHerd Instant
  • BugHerd
    Comment is created in BugHerd Instant
  • BugHerd
    Project is created in BugHerd
  • 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.
  • BugHerd
    Create a new task in BugHerd
  • BugHerd
    Update task in BugHerd
  • BugHerd
    Search task by external id in BugHerd
  • BugHerd
    Add attachment to a task in BugHerd
  • BugHerd
    Add comment to a task in BugHerd
  • BugHerd
    Create a project in BugHerd
  • 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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