PipelineCRM + TMetric Integration

PipelineDeals and TMetric are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in PipelineDeals, do you also create a task in TMetric? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in TMetric to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within PipelineDeals? Well now there is!

With our integration between PipelineDeals and TMetric, creating task in TMetric is now easier than ever. Whenever a deal is created in PipelineDeals, you can automatically create a corresponding task in TMetric to keep your team up-to-date.

If you're using TMetric to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in PipelineDeals, use this automation to create a project in TMetric. This will help keep your time tracking organized and easy to access.

Have you ever wished that you could sync your TMetric task with your PipelineDeals task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in TMetric, a matching task will be created in PipelineDeals. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your TMetric and PipelineDeals accounts.