PipelineCRM + PulpoChat Integration

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PipelineCRM + PulpoChat Integration

Create PulpoChat contact for new PipelineDeals person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this PipelineDeals - PulpoChat integration, anytime a new PipelineDeals person is created, an PulpoChat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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PipelineCRM + PulpoChat Integration

Send PulpoChat message for new PipelineDeals person

Anytime a new person is added to your PipelineDeals, automatically send them a message through PulpoChat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this PipelineDeals - PulpoChat integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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PipelineCRM + PulpoChat Integration

Send PulpoChat message for new PipelineDeals deal

Whenever a new deal is created in your PipelineDeals, you'll want to communicate with your team to make sure everyone is on the same page. Sending PulpoChat message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this PipelineDeals - PulpoChat integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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PipelineCRM + PulpoChat Integration
1.
  • 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
  • PulpoChat
    Message received from WhatsApp in PulpoChat Instant
  • PulpoChat
    Message sent to WhatsApp in PulpoChat Instant
  • PulpoChat
    Message is read from WhatsApp in PulpoChat 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
  • PulpoChat
    Create user in PulpoChat
  • PulpoChat
    Create new internal contact (chat only) in PulpoChat
  • PulpoChat
    Search contact in PulpoChat
  • PulpoChat
    Update internal contact (chat only) in PulpoChat
  • PulpoChat
    Send WhatsApp message in PulpoChat
  • PulpoChat
    Send WhatsApp group message in PulpoChat
  • PulpoChat
    Search WhatsApp message in PulpoChat
  • PulpoChat
    Update WhatsApp message in PulpoChat
  • PulpoChat
    Send WhatsApp image message in PulpoChat
  • PulpoChat
    Send WhatsApp video message in PulpoChat
  • PulpoChat
    Send WhatsApp documents/audios message in PulpoChat
  • PulpoChat
    Send WhatsApp scheduled message in PulpoChat
  • PulpoChat
    Send WhatsApp scheduled message to group in PulpoChat
  • PulpoChat
    Send WhatsApp location message using coordinates in PulpoChat
  • PulpoChat
    Send WhatsApp location message using an address in PulpoChat
  • PulpoChat
    Create WhatsApp new group chat in PulpoChat
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