PipelineDeals + Erxes Integration

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Popular PipelineDeals + Erxes Workflows

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Erxes + PipelineDeals Integration

Create PipelineDeals deal for new Erxes contact

This automation makes it easy to create new deals in PipelineDeals when a new contact is created in Erxes. Just connect your accounts, and every time a new contact is created in Erxes, a new deal will automatically be created in PipelineDeals.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Erxes + PipelineDeals Integration

Create PipelineDeals person for new Erxes contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PipelineDeals person and Erxes contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Erxes + PipelineDeals Integration

Create PipelineDeals task for new Erxes contact

PipelineDeals and Erxes are two powerful cloud-based tools that can be used to improve business productivity. Using this PipelineDeals - Erxes integration, you can automatically create task in PipelineDeals whenever a new contact is created in Erxes.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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PipelineDeals + Erxes 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
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends an engage message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sends a message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes 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
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Integrate PipelineDeals & Erxes In 1 Click
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