Humanitix + PipelineCRM Integration

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Popular Humanitix + PipelineCRM Workflows

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Humanitix + PipelineCRM Integration

Create PipelineDeals person for new Humanitix order

If you're using Humanitix to manage your events, you'll want to make sure that your PipelineDeals person are updated with the latest information. When a order is added to an event in Humanitix, a new person will be created in PipelineDeals automatically. This makes it easy to keep track of your sales pipeline and track event success.
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Humanitix + PipelineCRM Integration

Create PipelineDeals task for new Humanitix event

Creating a task in PipelineDeals for every event created in Humanitix can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Humanitix is often used to manage large or multi-day events, having PipelineDeals record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Humanitix + PipelineCRM Integration
1.
  • Humanitix
    Event is created in Humanitix
  • Humanitix
    Order is created in Humanitix
  • 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
2.
  • PipelineCRM
    Create Deal in PipelineCRM
  • PipelineCRM
    Update Deal in PipelineCRM
  • PipelineCRM
    Create Person in PipelineCRM
  • PipelineCRM
    Update Person in PipelineCRM
  • PipelineCRM
    Create Company in PipelineCRM
  • PipelineCRM
    Update Company in PipelineCRM
  • PipelineCRM
    Search company in PipelineCRM
  • PipelineCRM
    Search deal in PipelineCRM
  • PipelineCRM
    Create Task in PipelineCRM
  • PipelineCRM
    Create Activity (Note) in PipelineCRM
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