Float + PipelineCRM Integration

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.

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.

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.

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.