PipelineDeals + dotdigital Integration

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dotdigital + PipelineDeals Integration

Create PipelineDeals person for new dotdigital survey response

When someone completes your dotdigital, a new person is automatically created in your PipelineDeals. This way, you can quickly follow up with the survey response and turn them into a customer!

Plus, all of the information from the dotdigital is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a dotdigital - PipelineDeals integration set up makes it easy to manage your customer relationships and grow your business.
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dotdigital + PipelineDeals Integration

Create PipelineDeals deal for new dotdigital survey response

Integrating your PipelineDeals with your dotdigital, can help you automatically create new deals based on survey responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This dotdigital - PipelineDeals integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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dotdigital + PipelineDeals Integration

Create PipelineDeals task for new dotdigital survey 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 dotdigital survey 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 dotdigital survey response received today - your customers will thank you for it!
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PipelineDeals + dotdigital Integration

Create dotdigital contact for new PipelineDeals person

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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PipelineDeals + dotdigital 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
  • dotdigital
    New survey response is submitted in dotdigital
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
  • dotdigital
    Create contact in dotdigital
  • dotdigital
    Search contact in dotdigital
  • dotdigital
    Update contact in dotdigital
  • dotdigital
    Unsubscribe contact in dotdigital
  • dotdigital
    Enrol contact in program in dotdigital
  • dotdigital
    Create contact data field in dotdigital
  • dotdigital
    Create address book in dotdigital
  • dotdigital
    Refresh segment in dotdigital
  • dotdigital
    Send transactional email in dotdigital
  • dotdigital
    Send campaign in dotdigital
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