HeySummit + PipelineDeals Integration

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HeySummit + PipelineDeals Integration

Create PipelineDeals person from new HeySummit attendee

Creating an event in HeySummit is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the attendees of your event?

The answer is simple. You use this HeySummit - PipelineDeals integration to create a new person in PipelineDeals for each person who registers for your event through HeySummit. This will help you stay organized and easily keep track of your attendees' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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HeySummit + PipelineDeals Integration

Create PipelineDeals person for new HeySummit ticket purchased

If you're using HeySummit to manage your events, you'll want to make sure that your PipelineDeals person are updated with the latest information. When a ticket purchased is added to an event in HeySummit, a new person will be created in PipelineDeals automatically. This makes it easy to keep track of your sales pipeline and track event success.
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HeySummit + PipelineDeals Integration
1.
  • HeySummit
    Attendee is added in HeySummit Instant
  • HeySummit
    Talk attendee is added in HeySummit Instant
  • HeySummit
    Ticket is purchased in HeySummit Instant
  • PipelineDeals
    Person is created in PipelineDeals Instant
  • PipelineDeals
    Company is created in PipelineDeals Instant
  • PipelineDeals
    Deal is created in PipelineDeals Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals Instant
  • PipelineDeals
    Deal is moved in PipelineDeals Instant
2.
  • PipelineDeals
    Create Deal in PipelineDeals
  • PipelineDeals
    Update Deal in PipelineDeals
  • PipelineDeals
    Create Person in PipelineDeals
  • PipelineDeals
    Update Person in PipelineDeals
  • PipelineDeals
    Create Company in PipelineDeals
  • PipelineDeals
    Update Company in PipelineDeals
  • PipelineDeals
    Search company in PipelineDeals
  • PipelineDeals
    Search deal in PipelineDeals
  • PipelineDeals
    Create Task in PipelineDeals
  • PipelineDeals
    Create Activity (Note) in PipelineDeals
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