PipelineDeals + Swapcard Integration

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Swapcard + PipelineDeals Integration

Create PipelineDeals person from new Swapcard person

Creating an event in Swapcard 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 persons of your event?

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

Create PipelineDeals task for new Swapcard event

Creating a task in PipelineDeals for every event created in Swapcard can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Swapcard is often used to manage large or multi-day events, having PipelineDeals record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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PipelineDeals + Swapcard 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
  • Swapcard
    Person is created in Swapcard
  • Swapcard
    Event is created in Swapcard
  • Swapcard
    Group is created in Swapcard
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
  • Swapcard
    Get event by id in Swapcard
  • Swapcard
    Create person in Swapcard
  • Swapcard
    Update person in Swapcard
  • Swapcard
    Deleted person in Swapcard
  • Swapcard
    Get person by id in Swapcard
  • Swapcard
    Search person of an event by email in Swapcard
3x-10x Less Expensive Than Zapier
Zapier
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

Integrate PipelineDeals & Swapcard In 1 Click
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