EasyPractice + PipelineDeals Integration

Connect EasyPractice to PipelineDeals - Automate your workflows in 1-click

Make use of EasyPractice automations to automate event registrations, send reminder emails, and manage attendee communication efficiently. Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between EasyPractice & PipelineDeals using Integrately.
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EasyPractice + PipelineDeals Integration

Create PipelineDeals task for new EasyPractice event

Creating a task in PipelineDeals for every event created in EasyPractice can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since EasyPractice is often used to manage large or multi-day events, having PipelineDeals record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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EasyPractice + PipelineDeals Integration

Create PipelineDeals person for new EasyPractice order

If you're using EasyPractice to manage your events, you'll want to make sure that your PipelineDeals person are updated with the latest information. When a order is added to an event in EasyPractice, a new person will be created in PipelineDeals automatically. This makes it easy to keep track of your sales pipeline and track event success.
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EasyPractice + PipelineDeals Integration
1.
  • EasyPractice
    New appointment in EasyPractice

    Triggers the automation when a new appointment is scheduled

  • EasyPractice
    New invoice in EasyPractice

    Triggers the automation when a new invoice is created

  • EasyPractice
    Client deactivated in EasyPractice

    Triggers the automation when any client is deactivated

  • EasyPractice
    New client in EasyPractice

    Triggers the automation when a new client is added to the system

  • PipelineDeals
    Person is created in PipelineDeals

    Triggers the automation when a new person is created

    Instant
  • PipelineDeals
    Company is created in PipelineDeals

    Triggers the automation when a new company is created

    Instant
  • PipelineDeals
    Deal is created in PipelineDeals

    Triggers the automation when a deal is created

    Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals

    Triggers the automation when the deal status is changed

    Instant
  • PipelineDeals
    Deal is moved in PipelineDeals

    Triggers the automation when a deal is moved with

    Instant
2.
  • PipelineDeals
    Create Deal in PipelineDeals

    Generates a new deal with

  • PipelineDeals
    Update Deal in PipelineDeals

    Updates deal information based on new criteria or changes

  • PipelineDeals
    Create Person in PipelineDeals

    Generates a new person

  • PipelineDeals
    Update Person in PipelineDeals

    Updates the information of a person

  • PipelineDeals
    Create Company in PipelineDeals

    Generates a new company profile with given details

  • PipelineDeals
    Update Company in PipelineDeals

    Updates company information

  • PipelineDeals
    Search company in PipelineDeals

    Finds information about a company

  • PipelineDeals
    Search deal in PipelineDeals

    Retrieves and find a deal

  • PipelineDeals
    Create Task in PipelineDeals

    Creates a new task

  • PipelineDeals
    Create Activity (Note) in PipelineDeals

    Creates a new activity with a note

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Integrate EasyPractice & PipelineDeals In 1 Click
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