PipelineDeals + Firmao Integration

Connect PipelineDeals to Firmao in 1 click

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Popular PipelineDeals + Firmao Workflows

Create PipelineDeals company for new Firmao customer

Firmao + PipelineDeals Integration

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Create Firmao customer for new PipelineDeals company

PipelineDeals + Firmao Integration

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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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Create Firmao task for new PipelineDeals deal

PipelineDeals + Firmao Integration

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Create Automation

Person is created in PipelineDeals Instant
Company is created in PipelineDeals Instant
Deal is created in PipelineDeals Instant
Deal status is changed in PipelineDeals Instant
Deal is moved in PipelineDeals Instant
Customer is created in Firmao
Task is created in Firmao

Create Deal in PipelineDeals
Update Deal in PipelineDeals
Create Person in PipelineDeals
Update Person in PipelineDeals
Create Company in PipelineDeals
Update Company in PipelineDeals
Search company in PipelineDeals
Search deal in PipelineDeals
Create Task in PipelineDeals
Create Activity (Note) in PipelineDeals
Create customer in Firmao
Create task in Firmao

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate PipelineDeals & Firmao In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate PipelineDeals & Firmao with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate PipelineDeals & Firmao With 1100+ Other Apps

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!

See PipelineDeals Integrations

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!

See Firmao Integrations