PipelineDeals + Krozu Integration

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Krozu + PipelineDeals Integration

Create PipelineDeals task for new Krozu checklist

Are you looking for a way to keep track of your sales process and create task for yourself in PipelineDeals? If so, you'll be glad to know that you can use Krozu to create checklist of the steps in your sales process, and then create task in PipelineDeals for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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PipelineDeals + Krozu Integration

Create Krozu checklist for new PipelineDeals deal

If you're using PipelineDeals and Krozu to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in PipelineDeals, a checklist will automatically be created in Krozu.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your PipelineDeals and Krozu accounts and start creating deal!
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PipelineDeals + Krozu Integration

Create Krozu checklist for new PipelineDeals person

When you create a new person in PipelineDeals, this automation will automatically create a related checklist in Krozu. This makes it easy to track the progress of your person's information and keep everything organized.

You can customize your Krozu board however you like, and add as many tasks as needed to track the progress of your person's information. Stay organized and efficient with PipelineDeals and Krozu!
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PipelineDeals + Krozu 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
  • Krozu
    New card created in list in Krozu
  • Krozu
    New card created in board in Krozu
  • Krozu
    New comment added to card in Krozu
  • Krozu
    Card is overdue in Krozu
  • Krozu
    New list added in board in Krozu
  • Krozu
    Checklist item added in checklist in Krozu
  • Krozu
    New invitation generated for user in Krozu
  • Krozu
    Card setting changed in Krozu
  • Krozu
    Checkmark added to checklist item in Krozu
  • Krozu
    Board setting changed in Krozu
  • Krozu
    New message added to board in Krozu
  • Krozu
    New notification is generated for user in Krozu
  • Krozu
    Board is overdue in Krozu
  • Krozu
    Checklist added to card in Krozu
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
  • Krozu
    Add card in board in Krozu
  • Krozu
    Delete card from board in Krozu
  • Krozu
    Add comment to card in Krozu
  • Krozu
    Rename card in Krozu
  • Krozu
    Move card in Krozu
  • Krozu
    Archive card in Krozu
  • Krozu
    Unarchive card in Krozu
  • Krozu
    Search card in board in Krozu
  • Krozu
    Add checklist item to checklist in Krozu
  • Krozu
    Add list in board in Krozu
  • Krozu
    Add checkmark in checklist item in Krozu
  • Krozu
    Remove checkmark from checklist item in Krozu
  • Krozu
    Rename checklist item in Krozu
  • Krozu
    Delete checklist item in Krozu
  • Krozu
    Rename list in Krozu
  • Krozu
    Delete list in Krozu
  • Krozu
    Toggle time tracking for list in Krozu
  • Krozu
    Allow testers to add cards to list in Krozu
  • Krozu
    Set weighting of list in Krozu
  • Krozu
    Set weighting range of list in Krozu
  • Krozu
    Set card limit to list in Krozu
  • Krozu
    Set card progress in Krozu
  • Krozu
    Recurse card into a board in Krozu
  • Krozu
    Recurse board into a card in Krozu
  • Krozu
    Archive list in Krozu
  • Krozu
    Unarchive list in Krozu
  • Krozu
    Set estimated hours to complete card in Krozu
  • Krozu
    Notify assigned member of card in Krozu
  • Krozu
    Set start datetime of card in Krozu
  • Krozu
    Set end datetime of card in Krozu
  • Krozu
    Set start datetime of board in Krozu
  • Krozu
    Set due datetime of card in Krozu
  • Krozu
    Set end datetime of board in Krozu
  • Krozu
    Set due datetime of board in Krozu
  • Krozu
    Set estimated hours to complete board in Krozu
  • Krozu
    Notify project manager of board in Krozu
  • Krozu
    Search board in Krozu
  • Krozu
    Search list in board in Krozu
  • Krozu
    Search group in board in Krozu
  • Krozu
    Search checklist in card in Krozu
  • Krozu
    Add message to board in Krozu
  • Krozu
    Assign user to card in Krozu
  • Krozu
    Assign user to board in Krozu
  • Krozu
    Unassign user from card in Krozu
  • Krozu
    Unassign user from board in Krozu
  • Krozu
    Rename group in Krozu
  • Krozu
    Rename board in Krozu
  • Krozu
    Add checklist to card in Krozu
  • Krozu
    Rename checklist in Krozu
  • Krozu
    Delete checklist in Krozu
  • Krozu
    Search checklist item in checklist in Krozu
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