Socially Versed + PipelineDeals Integration

Connect Socially Versed to PipelineDeals - Automate your workflows in 1-click

Set up Socially Versed automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Socially Versed + PipelineDeals integration.
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Socially Versed + PipelineDeals Integration

Create PipelineDeals person from new Socially Versed order

As an online store owner, you're likely using Socially Versed to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate Socially Versed with PipelineDeals? This integration will allow you to automatically create a person for each new order in PipelineDeals.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Socially Versed + PipelineDeals Integration

Create PipelineDeals task for new Socially Versed event

Creating task in PipelineDeals is a great way to keep track of task that need to be completed when an event is created in your Socially Versed account.

With the help of this integration, when an event is created, a task will be automatically created in PipelineDeals and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Socially Versed + PipelineDeals Integration

Create PipelineDeals deal for new Socially Versed event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in PipelineDeals.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Socially Versed, it will trigger a corresponding deal creation in PipelineDeals.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Socially Versed + PipelineDeals Integration
1.
  • Socially Versed
    Form response is created in Socially Versed

    Triggers the automation when a form is filled

    Instant
  • Socially Versed
    Contact is created or updated in Socially Versed

    Triggers the automation when a contact is created or updated

    Instant
  • Socially Versed
    Booking is created in Socially Versed

    Triggers the automation when a new booking is created

    Instant
  • Socially Versed
    Order is created in Socially Versed

    Triggers the automation when a new order is created

    Instant
  • Socially Versed
    Order is updated in Socially Versed

    Triggers the automation when any order is updated

    Instant
  • Socially Versed
    Product is created in Socially Versed

    Triggers the automation when a new product is created

    Instant
  • Socially Versed
    Product is updated in Socially Versed

    Triggers the automation when a product is updated

    Instant
  • PipelineDeals
    Person is created in PipelineDeals

    Triggers the automation when a new person is created

    Instant
  • PipelineDeals
    Company is created in PipelineDeals

    Triggers the automation when a new company is created

    Instant
  • PipelineDeals
    Deal is created in PipelineDeals

    Triggers the automation when a deal is created

    Instant
  • PipelineDeals
    Deal status is changed in PipelineDeals

    Triggers the automation when the deal status is changed

    Instant
  • PipelineDeals
    Deal is moved in PipelineDeals

    Triggers the automation when a deal is moved with

    Instant
2.
  • Socially Versed
    Update contact in Socially Versed

    Updates contact information with new details

  • Socially Versed
    Search contact in Socially Versed

    Finds and retrieves contact information

  • Socially Versed
    Delete contact in Socially Versed

    Removes a contact from the address book

  • Socially Versed
    Create contact in Socially Versed

    Adds a new contact to the database

  • Socially Versed
    Create product in Socially Versed

    Generates and launch new products

  • Socially Versed
    Update product in Socially Versed

    Updates product information

  • Socially Versed
    Update member in Socially Versed

    Updates a member's information

  • Socially Versed
    Search product in Socially Versed

    Searches for a product

  • Socially Versed
    Create member in Socially Versed

    Adds a new member to the system

  • Socially Versed
    Delete member in Socially Versed

    Removes a member from the system

  • Socially Versed
    Create member group in Socially Versed

    Creates a new group of members

  • Socially Versed
    Update member group in Socially Versed

    Updates the particular member group

  • Socially Versed
    Delete member group in Socially Versed

    Deletes a member group

  • PipelineDeals
    Create Deal in PipelineDeals

    Generates a new deal with

  • PipelineDeals
    Update Deal in PipelineDeals

    Updates deal information based on new criteria or changes

  • PipelineDeals
    Create Person in PipelineDeals

    Generates a new person

  • PipelineDeals
    Update Person in PipelineDeals

    Updates the information of a person

  • PipelineDeals
    Create Company in PipelineDeals

    Generates a new company profile with given details

  • PipelineDeals
    Update Company in PipelineDeals

    Updates company information

  • PipelineDeals
    Search company in PipelineDeals

    Finds information about a company

  • PipelineDeals
    Search deal in PipelineDeals

    Retrieves and find a deal

  • PipelineDeals
    Create Task in PipelineDeals

    Creates a new task

  • PipelineDeals
    Create Activity (Note) in PipelineDeals

    Creates a new activity with a note

3x-10x Less Expensive Than Popular Alternatives
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😐
750 Tasks
in $19.99
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in $19.99
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Integrate Socially Versed & PipelineDeals In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Socially Versed or PipelineDeals With 1200+ Other Apps

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Socially Versed specializes in developing custom digital solutions that help small businesses and brands grow. From website design and development to social media marketing and beyond, they can build a plan that fits your needs and budget.

See Socially Versed Integrations
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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 Integrations

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