Flexie CRM + Pipeliner Cloud Integration

Connect Flexie CRM to Pipeliner Cloud in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • Pipeliner Cloud
    Task is created in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Task is updated in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Account is created in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Account is updated in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Contact is created in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Contact is updated in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Appointment is created in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Appointment is updated in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Lead is created in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Lead is updated in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Opportunity is created in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Opportunity is updated in Pipeliner Cloud Instant
  • Pipeliner Cloud
    Product is created in Pipeliner Cloud Instant
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2.

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Ready Workflows Ready Workflows   for Flexie CRM + Pipeliner Cloud Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Pipeliner Cloud + Flexie CRM Integration

Create Flexie CRM contact for new Pipeliner Cloud contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Pipeliner Cloud - Flexie CRM integration, anytime a new Pipeliner Cloud contact is created, an Flexie CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Pipeliner Cloud + Flexie CRM Integration

Create Flexie CRM deal from new Pipeliner Cloud contact

Anytime a new contact is created in your Pipeliner Cloud, a new deal will automatically be created in your Flexie CRM. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Pipeliner Cloud - Flexie CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Automations

Top 10 Most Popular Flexie CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Webflow (Legacy) logo
Flexie CRM logo
Create Flexie CRM deal for new Webflow form submission
Activate
Google Sheets logo
Flexie CRM logo
Create Flexie CRM contact for new Google Sheets row
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub record
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub contact
Salesforce logo
Flexie CRM logo
Create Flexie CRM contact for new Salesforce record
Webflow (Legacy) logo
Flexie CRM logo
Create Flexie CRM deal for new Webflow form submission
Activate
Google Sheets logo
Flexie CRM logo
Create Flexie CRM contact for new Google Sheets row
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub record
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub contact
Salesforce logo
Flexie CRM logo
Create Flexie CRM contact for new Salesforce record
Zoho Creator logo
Flexie CRM logo
Create Flexie CRM contact for new Zoho Creator record
EasyCSV logo
Flexie CRM logo
Create Flexie CRM contact for new EasyCSV data
Bubble logo
Flexie CRM logo
Create Flexie CRM contact for new Bubble data thing
PostgreSQL logo
Flexie CRM logo
Create Flexie CRM contact for new PostgreSQL row
MySQL logo
Flexie CRM logo
Create Flexie CRM contact for new MySQL row
Zoho Creator logo
Flexie CRM logo
Create Flexie CRM contact for new Zoho Creator record
EasyCSV logo
Flexie CRM logo
Create Flexie CRM contact for new EasyCSV data
Bubble logo
Flexie CRM logo
Create Flexie CRM contact for new Bubble data thing
PostgreSQL logo
Flexie CRM logo
Create Flexie CRM contact for new PostgreSQL row
MySQL logo
Flexie CRM logo
Create Flexie CRM contact for new MySQL row

Top 10 Most Popular Pipeliner Cloud Automations from
Integrately Community

Most popularmost-popular-automations
01
Pipeliner Cloud logo
Google Sheets logo
Create Google Sheets row for new Pipeliner Cloud contact
02
Google Sheets logo
Pipeliner Cloud logo
Create Pipeliner Cloud contact for new Google Sheets row
03
Pipeliner Cloud logo
HubSpot logo
Create HubSpot contact for new Pipeliner Cloud contact
04
Pipeliner Cloud logo
HubSpot logo
Create HubSpot deal from new Pipeliner Cloud contact
05
Pipeliner Cloud logo
HubSpot logo
Create HubSpot task for new Pipeliner Cloud contact
cloud
Pipeliner Cloud
app integration
06
Pipeliner Cloud logo
Movermate logo
Create Movermate contact for new Pipeliner Cloud contact
07
Pipeliner Cloud logo
Movermate logo
Create Movermate task for new Pipeliner Cloud contact
08
Form-Data logo
Pipeliner Cloud logo
Create Pipeliner Cloud contact for new Form-Data form submission
09
Form-Data logo
Pipeliner Cloud logo
Create Pipeliner Cloud task for new Form-Data form submission
10
Force Manager logo
Pipeliner Cloud logo
Create Pipeliner Cloud contact for new Force Manager contact
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Flexie CRM
Flexie CRM
Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.
Pipeliner Cloud
Pipeliner Cloud
Pipeliner Cloud is a user-friendly CRM that streamlines sales processes, automates workflows, and enhances team collaboration. Boost productivity and drive sales growth with Pipeliner Cloud’s intuitive platform.