Salesforce Marketing Cloud + PipelineCRM Integration

Connect Salesforce Marketing Cloud to PipelineCRM in 1 click

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PipelineCRM + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new PipelineDeals person

Anytime a new person is added to your PipelineDeals, automatically send them a email through Salesforce Marketing Cloud 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 - Salesforce Marketing Cloud 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 + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new PipelineDeals person

If you're using PipelineDeals to manage your sales leads, it's important to also use Salesforce Marketing Cloud 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 Salesforce Marketing Cloud.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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PipelineCRM + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email 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 Salesforce Marketing Cloud email 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 - Salesforce Marketing Cloud integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Salesforce Marketing Cloud + PipelineCRM 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.
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud
  • 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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