PipelineDeals + DNA Super Systems Integration

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DNA Super Systems + PipelineDeals Integration

Create PipelineDeals person from new DNA Super Systems order

As an online store owner, you're likely using DNA Super Systems 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 DNA Super Systems 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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DNA Super Systems + PipelineDeals Integration

Create PipelineDeals task for new DNA Super Systems form 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 DNA Super Systems form 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 DNA Super Systems form response received today - your customers will thank you for it!
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DNA Super Systems + PipelineDeals Integration

Create PipelineDeals task for new DNA Super Systems 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 DNA Super Systems 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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DNA Super Systems + PipelineDeals Integration

Create PipelineDeals deal for new DNA Super Systems 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 DNA Super Systems, 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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PipelineDeals + DNA Super Systems 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
  • DNA Super Systems
    Order is created in DNA Super Systems Instant
  • DNA Super Systems
    Order is updated in DNA Super Systems Instant
  • DNA Super Systems
    Form response is created in DNA Super Systems Instant
  • DNA Super Systems
    Booking is created in DNA Super Systems Instant
  • DNA Super Systems
    Contact is created or updated in DNA Super Systems Instant
  • DNA Super Systems
    Product is created in DNA Super Systems Instant
  • DNA Super Systems
    Product is updated in DNA Super Systems 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
  • DNA Super Systems
    Create member in DNA Super Systems
  • DNA Super Systems
    Delete member in DNA Super Systems
  • DNA Super Systems
    Update member in DNA Super Systems
  • DNA Super Systems
    Create product in DNA Super Systems
  • DNA Super Systems
    Delete contact in DNA Super Systems
  • DNA Super Systems
    Search contact in DNA Super Systems
  • DNA Super Systems
    Update contact in DNA Super Systems
  • DNA Super Systems
    Create contact in DNA Super Systems
  • DNA Super Systems
    Update product in DNA Super Systems
  • DNA Super Systems
    Create member group in DNA Super Systems
  • DNA Super Systems
    Update member group in DNA Super Systems
  • DNA Super Systems
    Delete member group in DNA Super Systems
  • DNA Super Systems
    Search product in DNA Super Systems
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