Popular PipelineDeals + Flowlu Workflows
Create PipelineDeals task for new Flowlu opportunity
Create Flowlu contact for new PipelineDeals person
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this PipelineDeals - Flowlu integration, anytime a new PipelineDeals person is created, an Flowlu contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Flowlu organization for new PipelineDeals company
Create Flowlu task for new PipelineDeals person
When you create a person in PipelineDeals, do you also create a task in Flowlu? 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.
Create Flowlu task for new PipelineDeals deal
With our integration between PipelineDeals and Flowlu, creating task in Flowlu is now easier than ever. Whenever a deal is created in PipelineDeals, you can automatically create a corresponding task in Flowlu to keep your team up-to-date.
Create PipelineDeals company for new Flowlu organization
When Person is created in PipelineDeals > Check any condition > Create task in Flowlu
When Person is created in PipelineDeals > Check condition > Create contact in Flowlu
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PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!
See PipelineDeals IntegrationsFlowlu is the ultimate digital workplace. With Flowlu, you can create and manage all your projects, tasks and projects in one place — from anywhere with an internet connection.
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