PipelineCRM + Quipu Integration

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PipelineCRM + Quipu Integration

Create Quipu contact from new PipelineDeals company

If you have created a company in PipelineDeals, it's important to create a contact in Quipu. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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PipelineCRM + Quipu Integration

Create Quipu contact for new PipelineDeals person

In order to keep your accounting and customer records in sync, when you create a person in PipelineDeals, this automation will automatically create a contact in Quipu.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with PipelineDeals and Quipu!
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PipelineCRM + Quipu 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
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
  • Quipu
    Create a invoice in Quipu
  • Quipu
    Create a contact in Quipu
  • Quipu
    Create a ticket in Quipu
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