PipelineCRM + Vision6 Integration

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PipelineCRM + Vision6 Integration

Create Vision6 contact for new PipelineDeals person

If you're using PipelineDeals to manage your sales leads, it's important to also use Vision6 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 Vision6.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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PipelineCRM + Vision6 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
  • Vision6
    Contact is updated in Vision6
  • Vision6
    Contact is created in Vision6
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
  • Vision6
    Unsubscribe contact in Vision6
  • Vision6
    Search contact by email in Vision6
  • Vision6
    Subscribe contact in Vision6
  • Vision6
    Delete contact in Vision6
  • Vision6
    Update contact in Vision6
  • Vision6
    Create contact in Vision6
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