Float + PipelineCRM Integration

Connect Float to PipelineCRM in 1 click

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1.
  • Float
    Task is created in Float
  • Float
    Logged time is created in Float
  • Float
    Logged time is updated in Float
  • Float
    Person is created in Float
  • Float
    Project is created in Float
  • Float
    Client is created in Float
  • Float
    Time off is created in Float
  • Float
    Department is created in Float
  • 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 Float + PipelineCRM Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
PipelineCRM + Float Integration

Create Float project from new PipelineDeals company

If you're using Float to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in PipelineDeals, use this automation to create a project in Float. This will help keep your time tracking organized and easy to access.
Float + PipelineCRM Integration

Create PipelineDeals task for new Float task

Have you ever wished that you could sync your Float task with your PipelineDeals task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Float, a matching task will be created in PipelineDeals. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Float and PipelineDeals accounts.
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Float + PipelineCRM Integration

Create PipelineDeals company from new Float project

If you're using the time tracking app Float to manage your project, you'll want to create a company in PipelineDeals to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in PipelineDeals whenever you create a project in Float.
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PipelineCRM + Float Integration

Create Float task for new PipelineDeals deal

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising deal, it's important to track and manage the progress of that deal so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Float each time a deal is created in PipelineDeals. This way you never lose track of the progress for that particular deal - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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Automations

Top 10 Most Popular Float Automations from
Integrately Community

Just click on the workflow you want to automate

Float logo
ClickUp logo
Create ClickUp task for new Float task
Activate
Float logo
Notion logo
Create Notion database item for new Float timeentry
Activate
Float logo
Google Sheets logo
Create Google Sheets row for new Float timeentry
Activate
ClickUp logo
Float logo
Create Float project from new ClickUp space
Activate
Float logo
Smartsheet logo
Create Smartsheet row for new Float timeentry
Activate
Float logo
ClickUp logo
Create ClickUp task for new Float task
Activate
Float logo
Notion logo
Create Notion database item for new Float timeentry
Activate
Float logo
Google Sheets logo
Create Google Sheets row for new Float timeentry
Activate
ClickUp logo
Float logo
Create Float project from new ClickUp space
Activate
Float logo
Smartsheet logo
Create Smartsheet row for new Float timeentry
Activate
MOCO logo
Float logo
Create Float task for new MOCO task
Activate
Float logo
Grist logo
Create Grist record for new Float timeentry
Float logo
Zoho Recruit logo
Create Zoho Recruit record for new Float timeentry
Float logo
Zoho Creator logo
Create Zoho Creator record for new Float timeentry
Float logo
Google BigQuery logo
Create Google BigQuery row for new Float timeentry
MOCO logo
Float logo
Create Float task for new MOCO task
Activate
Float logo
Grist logo
Create Grist record for new Float timeentry
Float logo
Zoho Recruit logo
Create Zoho Recruit record for new Float timeentry
Float logo
Zoho Creator logo
Create Zoho Creator record for new Float timeentry
Float logo
Google BigQuery logo
Create Google BigQuery row for new Float timeentry

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
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Want to automate something else in your workflow?

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

Float
Float
Float is a resource scheduling app that enables you to schedule your team's resources within seconds. It provides features like real-time updates, accurate time tracking, and instant booking for all the members of your team.
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!