PipelineCRM + Trackabi Integration

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

With this handy integration, every time you create a task in Trackabi, a matching task will be created in PipelineCRM. 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 Trackabi and PipelineCRM accounts.

If you're using the time tracking app Trackabi to manage your project, you'll want to create a company in PipelineCRM to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in PipelineCRM whenever you create a project in Trackabi.

If you're using Trackabi 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 PipelineCRM, use this automation to create a project in Trackabi. This will help keep your time tracking organized and easy to access.

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising deal, it's important to track and manage the progress of that deal so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Trackabi each time a deal is created in PipelineCRM. This way you never lose track of the progress for that particular deal - and with automated reminders, it will be easy to get back on track if something slips through the cracks.