PipelineCRM + VivifyScrum Integration

Connect PipelineCRM to VivifyScrum in 1 click

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Popular PipelineCRM + VivifyScrum Workflows

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VivifyScrum + PipelineCRM Integration

Create PipelineDeals task for new VivifyScrum checklist

Are you looking for a way to keep track of your sales process and create task for yourself in PipelineDeals? If so, you'll be glad to know that you can use VivifyScrum to create checklist of the steps in your sales process, and then create task in PipelineDeals for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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PipelineCRM + VivifyScrum Integration

Create VivifyScrum item for new PipelineDeals person

PipelineDeals and VivifyScrum 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 item in VivifyScrum? 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.
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PipelineCRM + VivifyScrum Integration

Create VivifyScrum item for new PipelineDeals deal

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 item in VivifyScrum 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 VivifyScrum, creating item in VivifyScrum is now easier than ever. Whenever a deal is created in PipelineDeals, you can automatically create a corresponding item in VivifyScrum to keep your team up-to-date.
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PipelineCRM + VivifyScrum 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
  • VivifyScrum
    Comment is created in VivifyScrum Instant
  • VivifyScrum
    Comment is edited in VivifyScrum Instant
  • VivifyScrum
    Comment is deleted in VivifyScrum Instant
  • VivifyScrum
    All event trigger in VivifyScrum Instant
  • VivifyScrum
    Item is unassigned in VivifyScrum Instant
  • VivifyScrum
    Item reviewer is assigned in VivifyScrum Instant
  • VivifyScrum
    Item reviewer is unassigned in VivifyScrum Instant
  • VivifyScrum
    Item is moved in VivifyScrum Instant
  • VivifyScrum
    Item is created in VivifyScrum Instant
  • VivifyScrum
    Item is assigned in VivifyScrum Instant
  • VivifyScrum
    Label is added to an Item in VivifyScrum Instant
  • VivifyScrum
    Label is removed from an Item in VivifyScrum Instant
  • VivifyScrum
    Sub-item is added in VivifyScrum Instant
  • VivifyScrum
    Sub-item is deleted in VivifyScrum Instant
  • VivifyScrum
    File is added in VivifyScrum Instant
  • VivifyScrum
    File is deleted in VivifyScrum Instant
  • VivifyScrum
    Sprint is created in VivifyScrum Instant
  • VivifyScrum
    Sprint is started in VivifyScrum Instant
  • VivifyScrum
    Sprint is reordered in VivifyScrum Instant
  • VivifyScrum
    Sprint is finished in VivifyScrum Instant
  • VivifyScrum
    Checklist is created in VivifyScrum Instant
  • VivifyScrum
    Checklist is deleted in VivifyScrum Instant
  • VivifyScrum
    Checklist is edited in VivifyScrum 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
  • VivifyScrum
    Create item in VivifyScrum
  • VivifyScrum
    Delete item in VivifyScrum
  • VivifyScrum
    Get item by id in VivifyScrum
  • VivifyScrum
    Update item in VivifyScrum
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