PipelineDeals + RepairShopr Integration

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PipelineDeals + RepairShopr Integration

Create RepairShopr customer for new PipelineDeals person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 - RepairShopr integration, anytime a new PipelineDeals person is created, an RepairShopr customer 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.
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RepairShopr + PipelineDeals Integration

Create PipelineDeals deal from new RepairShopr customer

Anytime a new customer is created in your RepairShopr, a new deal will automatically be created in your PipelineDeals. This ensures that all of your deal are linked to the right customer, and that you never miss an opportunity to follow up with a new lead.

This RepairShopr - PipelineDeals integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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RepairShopr + PipelineDeals Integration

Create PipelineDeals person for new RepairShopr customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 RepairShopr - PipelineDeals integration, anytime a new RepairShopr customer is created, an PipelineDeals person 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.
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RepairShopr + PipelineDeals Integration

Create PipelineDeals task for new RepairShopr customer

In RepairShopr, when you create a customer, it automatically creates a task in PipelineDeals for that customer. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular customer on their customer profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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PipelineDeals + RepairShopr Integration
1.
  • 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
  • RepairShopr
    Customer is created in RepairShopr Instant
  • RepairShopr
    Payment is created in RepairShopr Instant
  • RepairShopr
    Ticket status is changed in RepairShopr Instant
  • RepairShopr
    Ticket is created in RepairShopr Instant
  • RepairShopr
    Ticket is Resolved in RepairShopr Instant
  • RepairShopr
    Invoice is created in RepairShopr 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
  • RepairShopr
    Create customer in RepairShopr
  • RepairShopr
    Search customer in RepairShopr
  • RepairShopr
    Update customer in RepairShopr
  • RepairShopr
    Create ticket in RepairShopr
  • RepairShopr
    Update ticket in RepairShopr
  • RepairShopr
    Search ticket in RepairShopr
  • RepairShopr
    Create lead in RepairShopr
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