PipelineCRM + TrackMage Integration

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Popular PipelineCRM + TrackMage Workflows

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TrackMage + PipelineCRM Integration

Create PipelineDeals person from new TrackMage order

As an online store owner, you're likely using TrackMage to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate TrackMage with PipelineDeals? This integration will allow you to automatically create a person for each new order in PipelineDeals.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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PipelineCRM + TrackMage 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
  • TrackMage
    Order is created in TrackMage Instant
  • TrackMage
    Order is updated in TrackMage Instant
  • TrackMage
    Order is deleted in TrackMage Instant
  • TrackMage
    Shipment is created in TrackMage Instant
  • TrackMage
    Shipment tracking status is changed in TrackMage Instant
  • TrackMage
    Shipment is updated in TrackMage Instant
  • TrackMage
    Shipment is deleted in TrackMage 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
  • TrackMage
    Create tracking page link in TrackMage
  • TrackMage
    Create shipment in TrackMage
  • TrackMage
    Search shipment in TrackMage
  • TrackMage
    Create order in TrackMage
  • TrackMage
    Search order in TrackMage
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