PipelineCRM + Yanado Integration

PipelineDeals and Yanado 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 email task in Yanado? 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.

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 email task in Yanado 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 Yanado, creating email task in Yanado is now easier than ever. Whenever a deal is created in PipelineDeals, you can automatically create a corresponding email task in Yanado to keep your team up-to-date.