PipelineCRM + Vero Integration

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PipelineCRM + Vero Integration

Create Vero contact for new PipelineDeals person

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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PipelineCRM + Vero 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
  • Vero
    User unsubscribed in Vero Instant
  • Vero
    User is created in Vero Instant
  • Vero
    User resubscribed in Vero Instant
  • Vero
    User is updated in Vero Instant
  • Vero
    Email is sent in Vero Instant
  • Vero
    Email is opened in Vero Instant
  • Vero
    Email is clicked in Vero Instant
  • Vero
    Email is delivered in Vero Instant
  • Vero
    Email is bounced in Vero 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
  • Vero
    Create or Update User in Vero
  • Vero
    Delete user in Vero
  • Vero
    Create alias for user in Vero
  • Vero
    Unsubscribe user in Vero
  • Vero
    Resubscribe user in Vero
  • Vero
    Update user's tag in Vero
  • Vero
    Track an event in Vero
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