PipelineDeals + Manifestly Checklists Integration

Connect PipelineDeals to Manifestly Checklists in 1 click

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Manifestly Checklists + PipelineDeals Integration

Create PipelineDeals task for new Manifestly Checklists checklists

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 Manifestly Checklists to create checklists 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 + Manifestly Checklists Integration

Create Manifestly Checklists checklists for new PipelineDeals deal

If you're using PipelineDeals and Manifestly Checklists 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 checklists will automatically be created in Manifestly Checklists.

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 Manifestly Checklists accounts and start creating deal!
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PipelineDeals + Manifestly Checklists Integration

Create Manifestly Checklists checklists for new PipelineDeals person

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

You can customize your Manifestly Checklists 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 Manifestly Checklists!
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PipelineDeals + Manifestly Checklists 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
  • Manifestly Checklists
    Checklist run is completed in Manifestly Checklists Instant
  • Manifestly Checklists
    Checklist run is started in Manifestly Checklists 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
  • Manifestly Checklists
    Checklist run in Manifestly Checklists
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