PipelineDeals + Groove Integration

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PipelineDeals + Groove Integration

Create Groove ticket for new PipelineDeals deal

PipelineDeals is a great tool for managing customer relationships. However, when an deal is created in PipelineDeals, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Groove whenever an deal is created in PipelineDeals. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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PipelineDeals + Groove Integration
1.
  • PipelineDeals
    Person is created in PipelineDeals Instant
  • PipelineDeals
    Company is created in PipelineDeals Instant
  • PipelineDeals
    Deal is created in PipelineDeals Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals Instant
  • PipelineDeals
    Deal is moved in PipelineDeals Instant
  • Groove
    Agent is created in Groove
  • Groove
    Agent is replied in Groove Instant
  • Groove
    Agent is invited in Groove Instant
  • Groove
    Agent is archived in Groove Instant
  • Groove
    Ticket is closed in Groove Instant
  • Groove
    Ticket is started in Groove Instant
  • Groove
    Ticket is opened in Groove Instant
  • Groove
    Ticket is assigned in Groove Instant
  • Groove
    Ticket is moved in Groove Instant
  • Groove
    Ticket priority is changed in Groove Instant
  • Groove
    Ticket is tagged in Groove Instant
  • Groove
    Ticket is deleted in Groove Instant
  • Groove
    Ticket is state changed in Groove Instant
  • Groove
    Customer is added in Groove Instant
  • Groove
    Customer is replied in Groove Instant
  • Groove
    Note is added in Groove Instant
2.
  • PipelineDeals
    Create Deal in PipelineDeals
  • PipelineDeals
    Update Deal in PipelineDeals
  • PipelineDeals
    Create Person in PipelineDeals
  • PipelineDeals
    Update Person in PipelineDeals
  • PipelineDeals
    Create Company in PipelineDeals
  • PipelineDeals
    Update Company in PipelineDeals
  • PipelineDeals
    Search company in PipelineDeals
  • PipelineDeals
    Search deal in PipelineDeals
  • PipelineDeals
    Create Task in PipelineDeals
  • PipelineDeals
    Create Activity (Note) in PipelineDeals
  • Groove
    Create ticket in Groove
  • Groove
    Search ticket assignee in Groove
  • Groove
    Search state of ticket in Groove
  • Groove
    Update ticket state in Groove
  • Groove
    Update ticket assignee in Groove
  • Groove
    Update ticket assigned group in Groove
  • Groove
    Add tag to a ticket in Groove
  • Groove
    Replace all tags to a ticket in Groove
  • Groove
    Search customer by email in Groove
  • Groove
    Create group in Groove
  • Groove
    Search agent by email in Groove
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