Hyperise + PipelineCRM Integration

Connect Hyperise to PipelineCRM in 1 click

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Popular Hyperise + PipelineCRM Workflows

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PipelineCRM + Hyperise Integration

Create Hyperise contact for new PipelineDeals person

If you're using PipelineDeals to manage your sales leads, it's important to also use Hyperise to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in PipelineDeals, a corresponding contact will automatically be created in Hyperise.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Hyperise + PipelineCRM Integration
1.
  • Hyperise
    Personalized image is viewed in Hyperise
  • 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.
  • Hyperise
    Create business in Hyperise
  • Hyperise
    Update business in Hyperise
  • Hyperise
    Create personalised short link in Hyperise
  • 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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