Convertu + PipelineCRM Integration

If you're using PipelineDeals to manage your sales leads, it's important to also use Convertu to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in PipelineDeals, a corresponding contact will automatically be created in Convertu.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

It's important to stay on top of your customer relationships, and one way to do that is to create PipelineDeals tasks for new Convertu form submissions 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 Convertu form submission received today - your customers will thank you for it!

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 Convertu 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!

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 Convertu, 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.