PipelineDeals + CrowdPower Integration

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PipelineDeals + CrowdPower Integration

Create CrowdPower customer for new PipelineDeals person

If you're using PipelineDeals to manage your sales leads, it's important to also use CrowdPower 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 customer will automatically be created in CrowdPower.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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PipelineDeals + CrowdPower Integration
1.
  • PipelineDeals
    Person is created in PipelineDeals Instant
  • PipelineDeals
    Company is created in PipelineDeals Instant
  • PipelineDeals
    Deal is created in PipelineDeals Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals Instant
  • PipelineDeals
    Deal is moved in PipelineDeals Instant
2.
  • PipelineDeals
    Create Deal in PipelineDeals
  • PipelineDeals
    Update Deal in PipelineDeals
  • PipelineDeals
    Create Person in PipelineDeals
  • PipelineDeals
    Update Person in PipelineDeals
  • PipelineDeals
    Create Company in PipelineDeals
  • PipelineDeals
    Update Company in PipelineDeals
  • PipelineDeals
    Search company in PipelineDeals
  • PipelineDeals
    Search deal in PipelineDeals
  • PipelineDeals
    Create Task in PipelineDeals
  • PipelineDeals
    Create Activity (Note) in PipelineDeals
  • CrowdPower
    Upsert a Customer in CrowdPower
  • CrowdPower
    Create a Customer Tag in CrowdPower
  • CrowdPower
    Create a Customer Event in CrowdPower
  • CrowdPower
    Create a Customer Charge in CrowdPower
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