PipelineDeals + Textline Integration

Connect PipelineDeals to Textline - Automate your workflows in 1-click

Make use of PipelineDeals automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Textline automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. And automate all the repetitive tasks between PipelineDeals & Textline using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For PipelineDeals + Textline Integration

Just click on the workflow you want to automate

Create Textline contact for new PipelineDeals person

If you're using PipelineDeals to manage your sales leads, it's important to also use Textline to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new person is created in PipelineDeals, a corresponding contact will automatically be created in Textline.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

Send Textline message for new PipelineDeals person

Anytime a new person is added to your PipelineDeals, automatically send them a message through Textline letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this PipelineDeals - Textline integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!

Activate

Send Textline message for new PipelineDeals deal

Whenever a new deal is created in your PipelineDeals, you'll want to communicate with your team to make sure everyone is on the same page. Sending Textline message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this PipelineDeals - Textline integration is essential for any business to stay organized and ensure that the team is always aware of new deals.

Activate

Send Textline message for new PipelineDeals company

PipelineDeals + Textline Integration

Activate

Update Textline contact from new PipelineDeals person

PipelineDeals + Textline Integration

Activate

When Person is created in PipelineDeals > Check condition > Create contact in Textline

PipelineDeals + Textline Integration

Activate

1of1

Create Your Own PipelineDeals & Textline Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in PipelineDeals
Triggers the automation whenever a new person is created
Instant
Company is created in PipelineDeals
Triggers the automation whenever a new company is created
Instant
Deal is created in PipelineDeals
Triggers the automation whenever a deal is created
Instant
Deal status is changed in PipelineDeals
Triggers the automation whenever the deal status is changed
Instant
Deal is moved in PipelineDeals
Triggers the automation whenever a deal is moved with
Instant
Customer post is received in Textline
Triggers the automation whenever a post from a customer is received
Instant

Create Deal in PipelineDeals
Automatically generates a new deal with
Update Deal in PipelineDeals
Automatically updates deal information based on new criteria or changes
Create Person in PipelineDeals
Automatically generates a new person
Update Person in PipelineDeals
Automatically updates the information of a person
Create Company in PipelineDeals
Automatically generates a new company profile with given details
Update Company in PipelineDeals
Automatically updates company information
Search company in PipelineDeals
Automatically find information about a company
Search deal in PipelineDeals
Automatically retrieves and find a deal
Create Task in PipelineDeals
Automatically creates a new task
Create Activity (Note) in PipelineDeals
Automatically creates a new activity with a note
Search contact by phone number in Textline
Automatically find information about a contact using the phone number
Search agent in Textline
Automatically searches for agent based on criteria
Turn on availibility of agent in Textline
Automatically turns on the availability of an agent
Turn off availibility of agent in Textline
Automatically turns off the availability of an agent
Send message in Textline
Automatically sends a message to a recipient
Import contact message in Textline
Automatically import a message from a contact file
Create contact in Textline
Automatically adds a new contact to the database
Update contact in Textline
Automatically updates contact information with new details
Send survey in Textline
Automatically sends a reply

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate PipelineDeals & Textline In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect PipelineDeals or Textline With 1200+ Other Apps

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