Firmao + PipelineCRM Integration

Connect Firmao to PipelineCRM in 1 click

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1.
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
  • PipelineCRM
    Person is created in PipelineCRM Instant
  • PipelineCRM
    Company is created in PipelineCRM Instant
  • PipelineCRM
    Deal is created in PipelineCRM Instant
  • PipelineCRM
    Deal status is changed in PipelineCRM Instant
  • PipelineCRM
    Deal is moved in PipelineCRM Instant
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2.

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Ready Workflows Ready Workflows   for Firmao + PipelineCRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
PipelineCRM + Firmao Integration

Create Firmao task for new PipelineDeals person

In PipelineDeals, when you create a person, it automatically creates a task in Firmao for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Firmao Automations from
Integrately Community

Just click on the workflow you want to automate

Firmao logo
WordPress logo
Create WordPress post for new Firmao task
Activate
Firmao logo
Salesforce logo
Create Salesforce record for new Firmao customer
Activate
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao task
Activate
Firmao logo
sendSMS logo
Send sendSMS message for new Firmao task
Activate
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao customer
Activate
Firmao logo
WordPress logo
Create WordPress post for new Firmao task
Activate
Firmao logo
Salesforce logo
Create Salesforce record for new Firmao customer
Activate
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao task
Activate
Firmao logo
sendSMS logo
Send sendSMS message for new Firmao task
Activate
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao customer
Activate
Firmao logo
Nudgify logo
Send Nudgify notification for new Firmao task
Firmao logo
WaTrend logo
Send WaTrend message for new Firmao task
Firmao logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Firmao task
Firmao logo
easybill logo
Create easybill task for new Firmao task
Firmao logo
TickTick logo
Create TickTick task for new Firmao task
Firmao logo
Nudgify logo
Send Nudgify notification for new Firmao task
Firmao logo
WaTrend logo
Send WaTrend message for new Firmao task
Firmao logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Firmao task
Firmao logo
easybill logo
Create easybill task for new Firmao task
Firmao logo
TickTick logo
Create TickTick task for new Firmao task

Top 10 Most Popular PipelineCRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
PipelineCRM logo
Create PipelineDeals person for new Elementor Forms form submission
02
Webflow (Legacy) logo
PipelineCRM logo
Create PipelineDeals person for new Webflow form submission
03
Simvoly logo
PipelineCRM logo
Create PipelineDeals person for new Simvoly form submission
04
WPForms logo
PipelineCRM logo
Create PipelineDeals person for new WPForms form submission
05
Mautic logo
PipelineCRM logo
Create PipelineDeals person for new Mautic form submission
cloud
PipelineCRM
app integration
06
HappyForms logo
PipelineCRM logo
Create PipelineDeals person for new HappyForms form submission
07
Elite Funnels logo
PipelineCRM logo
Create PipelineDeals person for new Elite Funnels form submission
08
Marquiz logo
PipelineCRM logo
Create PipelineDeals person for new Marquiz lead
09
Bit Form logo
PipelineCRM logo
Create PipelineDeals person for new Bit Form response
10
FormKeep logo
PipelineCRM logo
Create PipelineDeals person for new FormKeep submission
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Firmao or PipelineCRM With 1400+ Other Apps

Firmao
Firmao
Firmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!
PipelineCRM
PipelineCRM
PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!