PipelineDeals + Trengo Integration

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PipelineDeals + Trengo Integration

Create Trengo ticket for new PipelineDeals deal

PipelineDeals is a great tool for managing customer relationships. However, when an deal is created in PipelineDeals, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Trengo whenever an deal is created in PipelineDeals. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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PipelineDeals + Trengo 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
  • Trengo
    New inbound message is added in Trengo Instant
  • Trengo
    New outbound message is added in Trengo Instant
  • Trengo
    New internal note is added in Trengo Instant
  • Trengo
    Phone call is missed in Trengo Instant
  • Trengo
    Phone call is ended in Trengo Instant
  • Trengo
    Phone call is started in Trengo Instant
  • Trengo
    Ticket is assigned in Trengo Instant
  • Trengo
    Ticket is closed in Trengo Instant
  • Trengo
    Ticket is reopened in Trengo Instant
  • Trengo
    Ticket marked as spam in Trengo Instant
  • Trengo
    Ticket unmarked as spam in Trengo Instant
  • Trengo
    Ticket label is added in Trengo 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
  • Trengo
    Send a message in Trengo
  • Trengo
    Send a WhatsApp message template in Trengo
  • Trengo
    Send a ticket message in Trengo
  • Trengo
    Send a ticket media message in Trengo
  • Trengo
    Create a ticket in Trengo
  • Trengo
    Reopen a ticket in Trengo
  • Trengo
    Attach a label in Trengo
  • Trengo
    Assign a ticket in Trengo
  • Trengo
    Close a ticket in Trengo
  • Trengo
    Mark ticket as spam in Trengo
  • Trengo
    Unmark ticket as spam in Trengo
  • Trengo
    Mark a ticket as favorite in Trengo
  • Trengo
    Unmark a ticket as favorite in Trengo
  • Trengo
    Create a user in Trengo
  • Trengo
    Log a phone call in Trengo
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