PipelineCRM + Sympla Integration

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Popular PipelineCRM + Sympla Workflows

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Sympla + PipelineCRM Integration

Create PipelineDeals person from new Sympla attendee

Creating an event in Sympla is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the attendees of your event?

The answer is simple. You use this Sympla - PipelineDeals integration to create a new person in PipelineDeals for each person who registers for your event through Sympla. This will help you stay organized and easily keep track of your attendees' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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Sympla + PipelineCRM Integration

Create PipelineDeals task for new Sympla event

Creating a task in PipelineDeals for every event created in Sympla can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Sympla is often used to manage large or multi-day events, having PipelineDeals record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Sympla + PipelineCRM Integration

Create PipelineDeals person for new Sympla order

If you're using Sympla to manage your events, you'll want to make sure that your PipelineDeals person are updated with the latest information. When a order is added to an event in Sympla, a new person will be created in PipelineDeals automatically. This makes it easy to keep track of your sales pipeline and track event success.
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PipelineCRM + Sympla 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
  • Sympla
    Event is created in Sympla
  • Sympla
    Order is generated in Sympla
  • Sympla
    Attendee is generated in Sympla
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
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